Care management, home care, senior placement, real estate, reverse mortgages, estate planning, fiduciary services, and tax-smart transitions—curated under one roof.

Aging well in the Bay Area takes a team. We've already assembled it. Whether you're planning ahead or navigating a sudden change, we'll match you with the right professional—and stay involved as needs evolve.
Every member is an established Bay Area expert with a proven track record serving seniors and families.
Most life transitions touch many disciplines. Our network coordinates so nothing falls through the cracks.
We work with seniors, adult children, and caregivers with the patience these decisions deserve.
Specialists across every dimension of senior life. Tap any card to learn more.

Shawna Rodriguez — Bay Area Care Management

Alex Qin — New Leaf Funding

Ramji Digumarthi — White Plume of Freedom Fiduciary Services

Colin Clancy — Clancy Real Estate Group

Jeannette Marsala — Marsala Law Firm, APC

Clifford Shaw — ComForCare Home Care

Roxanne Salazar — HandnHand Senior Placement

Michael McIlrath — iServe Lending

Jason Smith — Blue Moon Estate Sales