Member Directory

Springhill Pooled Accounts Trust is a trusted advocate in the special needs community. As professional trust administrators, we manage your assets, distribute funds for discretionary expenses, and help maintain your public benefits eligibility. We take the time to understand beneficiaries’ specific needs to determine if our trust is the best option for their long-term goals. Our beneficiaries have a dedicated point of contact and the reassurance their assets are managed and invested responsibly.

At Stalt Financial, we believe a sound financial plan is more than the sum of its parts. Our firm is founded on the principle that proper financial planning is much more than investment management or reliance on a financial product. Our process is built on collaboration and is designed to focus on our clients’ specific goals and vision for the future.

We primarily help a few specific groups: business owners working to identify and address their Wealth Gap, families who have loved ones with special needs, and high net worth professionals and their families.