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Special Needs

At Private Wealth Management Group, we believe in challenging the notion that Special Needs Planning solely centers around governmental support and the possible creation of a Special Needs Trust.  We also believe that all families should have access to exceptional financial planning experts with experience in the Special Needs arena.

We endeavor to bring the complex world of Special Needs Planning to the realm of financial planning.  The creation of the P.R.O.M.I.S.E outline gives families the knowledge to begin the life-long process of securing the future for their loved one.  The reality is that you are planning for two generations.  This process isn’t easy.   It takes time. However, if you don’t address these special circumstances, nobody will.

Private Wealth Management Group and its partners understand the challenges you face.  We are empathetic to your immeasurable responsibility for the lives of your loved ones.  We have the experience to help guide you through life’s transitions and the passion to pursue your success.  Special Needs Planning has evolved over the years, you deserve to work with an individual who has traveled this path as well.  Nationwide, there are many fine resources available to you.  Hopefully, our firm can be one that shares your journey.

7 Key Steps
to Keeping that Ultimate


a clear vision
  • Understanding Your 'Why'
  • Parents and Children
  • Foundation is Critical
  • Determining Benefits
  • Understanding SSI & SSDI
  • Accessing your Benefits
your options
the door
  • Beauty In The Details
  • Person Centered Planning
  • Letter of Intent
  • The Cost of A Lifetime
  • Institutional Assistance
  • Goal Based Planning
a legacy
your legal options
  • Basic Legal Needs
  • Guardianship
  • Advanced Planning Concepts
  • You're Not Alone
  • Local Foundations
  • Support & Advocacy
support from others
and evaluate
  • Evaluate, Evaluate, Evaluate
  • Communicate Always
  • Enjoying the Ride!

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Private Wealth Management is proud to be a member of The Academy of Special Needs Planning, an organization founded solely to provide guidance and assistance to families with special needs members. 

As a member of the Academy of Special Needs Planners, the Estate Planning Council of Northeast Wisconsin, and as a baseball coach for the Miracle League of Green Bay, Patrick is an active member of the Wisconsin community.