Wellesley Investment Partners is proud to announce that Tom LaHaise, Managing Director, has earned the Chartered Special Needs Consultant® (ChSNC®) professional designation from The American College of Financial Services. The ChSNC® designation provides professionals with the technical, collaborative, and quantitative skills necessary to help clients with special needs and disabilities. Chartered Special Needs Consultants are equipped with the tools needed to help parents and caregivers plan for the future with honesty, ethics, and compassion.
In addition to proving wealth and investment management services to his clients, as a ChSNC® Tom can assist families in navigating the unique considerations of estate planning, special needs trusts, life insurance, healthcare issues, trust funding strategies, Medicaid complexities, and the emotional aspects of providing for a loved one with a disability.
“We are proud that Tom continues to illustrate his dedication to families within the special needs community by enhancing his knowledge and expertise with the Chartered Special Needs Consultant® professional Designation,” said Louis Crosier, President of Wellesley Investment Partners.
Wellesley Investment Partners, a wholly owned subsidiary of Wellesley Bank, is an Investment Advisory firm focused on serving individuals and families, private foundations and endowments.
Products and services made available through Wellesley Investment Partners are not insured by the FDIC or any other agency of the United States or by the Share Insurance Fund and are not deposits or obligations of, nor guaranteed or insured by, any bank or bank affiliate.
Wellesley Bank provides comprehensive premier banking and wealth management services to individuals and families, businesses and non-profit organizations. The company’s teams of highly experienced and knowledgeable bankers provide personalized services and trusted advice to its clients.
Wellesley Bank and its wholly owned wealth management company, Wellesley Investment Partners, LLC are subsidiaries of Wellesley Bancorp, Inc. (NASDAQ:WEBK).