- $1B+ Assets Under Management1
- 15,000+ Trust Beneficiaries2
- 20+ Pooled Special Needs Trusts3
Our expertise is in Investment Management*
for complex situations
We specialize in situations like yours, offering investment management for trusts, special needs trusts, and other fiduciary accounts
For trusts, conservatorships, and more
Save time with simpler administration
With all of a trust’s record-keeping in one place, your financial management has never been easier.Get a demo
A single financial view
Manage budgets, distributions, and deposits alongside investment portfolios
Simplified accounting and reconciliation so that you can stay focused on the people you support
Whether it’s for bookkeeping, compliance, or business insight — the reports you need are a click away
The support you need
Your dedicated team supports more than your investments — we’re here for you so you have more time for those you serve. Our expertise comes from investment professionals, former fiduciaries and trust administrators from leading financial institutions.
Peter J Wall
Widely recognized for his expertise in special needs investments, trust administration, and planning, Peter is a member of the Academy of Special Needs Planners.
Peter J Wall is the Director of Fiduciary Services at True Link Financial Advisors. With more than 20 years of trust administration experience at national bank trust companies, he is well known throughout the country for his deep understanding of special needs and Elder Law issues. Prior to joining True Link, Mr. Wall developed and led a dedicated Elder Law and SNT division of a nationally chartered $80B trust bank. This division coordinated fiduciary management, banking needs, unique asset management, tax preparation, and investment management for SNTs, PSNTs, and other fiduciary appointments. Mr. Wall currently serves on the Board of Directors for Easter Seals, as well as several other estate planning and charitable organizations; he is also a member of the Academy of Special Needs Planners. A frequent presenter on the topics of special needs trusts, estate planning, taxation, and trust administration, he is also a published author, most notably in the Elder Law in Colorado Red Book, Fourth Edition. He is licensed with a Series 65 by the Financial Industry Regulatory Authority (FINRA).
Notable SNT/Tax/Financial Planning/Investment Speaking Engagements:
- 2016, 2018, 2019, 2020, 2021 & 2022 Stetson’s National Conference on Special Needs Planning and Special Needs Trusts
- 2019, 2020 & 2021 National NAELA Conference
- 2017 & 2021 National Conference for the National Guardianship Association
- 2019 & 2020 Special Needs Alliance Conference
- 2019, 2020, 2021 & 2022 UT Law Special Needs Conference
- 2012, 2014, 2015, 2017 & 2022 CBA Elder Law Retreat
- 2013 National Down Syndrome Congress
- 2015 46th Annual Autism Society National Conference
- 2016 CBA Estate Planning Retreat
- 2020 California NAELA
- 2018 & 2020 Women’s Estate Planning Council
- 2020, 2021 & 2022 Professional Fiduciaries Association of California (PFAC) Annual Conference
- 2016, 2020 & 2021 Washington Association of Professional Guardians
- 2019 Wisconsin NAELA
- 2019, 2020, 2021, & 2022 PFAC Regional Conferences
Sr. Investment Advisor
Beth has spent the majority of her 15+ year career dedicated to investment management for fiduciaries.
George brings 20+ years of experience at financial institutions like AXA and Wells Fargo, and his personal experience as a financial caregiver.
George brings a huge depth of experience to True Link Financial from his 20+ years at AXA and Wells Fargo. He was selected as a David Rockefeller Fellow and has an MBA from NYU.
Co-founder and CEO
Kai is an Investment Advisor Representative and a financial services innovator with a track record of leadership in Silicon Valley.
Kai’s experience building data-driven financial products combined with his personal passion for financial security in retirement drove him to launch True Link Financial. He is a frequent speaker on innovation and the venture process with deep relationships in Silicon Valley.
Kai is also the founder of the Roosevelt Institution, a nonprofit celebrated by Hillary Clinton (“Your work is providing a way for unblemished facts and research and innovative ideas to be heard in Washington”) that recently celebrated its tenth year and won a MacArthur Award for Creative and Effective Institutions. He holds degrees from Colorado College and Stanford University; was co-founder of Aktana, a machine learning sales management solution deployed at seven of the top ten pharma companies; and Strategic Districts, a redistricting analytics software company that contributed to maps described as “makes redistricting hall of fame,” “a key victory that will shape [state] politics for the next 10 years,” and “[a] masterstroke”; and was a member of the President’s Working Group on Aging and Technology under President Obama.
He has been a featured speaker at the SNT Symposium, Longevity Business Summit, Grant's Interest Rate Observer Conference, Professional Fiduciary Association of California, Finovate, Health 2.0, and Kent Presents, delivered a keynote at the North American Securities Administrators Association training for investor education coordinators and securities regulators from each of the states, was a guest on the Innovation Podcast, Bank On It, Wharton Business Radio, University of Pennsylvania Memory Center, Levin Associates "Expert Opinion", anti-scam podcast Scammercast, and FinTech Silicon Valley, and has been a guest lecturer or presenter at the London School of Economics, Harvard Business School, and UC Berkeley. He has been covered by Techcrunch, CNBC, Forbes Next Avenue three times, Initialized, Seniorcare.com, PYMNTS.com, the State of California, and more. His controversial commentary on blockchain has been translated into Dutch, Chinese, Czech, Japanese, Hebrew, and Korean. Outside of work he is passionate about stellar physics and redwood trees.
Bryan has broad experience managing investments for special needs trusts, conservatorships, and family foundations.
True Link Financial Advisors
Scott brings 30 years of experience to True Link and leads and manages all aspects of the True Link’s Financial Advisor’s Team.
Scott Parker is the Managing Director at True Link Financial Advisors. Scott leads and manages all aspects of the True Link’s Financial Advisor’s Team (a wholly-owned subsidiary of True Link Financial, Inc.)including investments, operations, and client services. He has almost 30 years of strong analytical leadership focused on building and improving operational procedures at registered investment advisor firms. Working primarily in smaller firms, Scott has developed a deep knowledge of the investment management arena with a sleeves-up, hands-on approach. This includes great client relationship skills, performance reporting, vendor selection/ negotiation, risk management, compliance,billing, software implementation/maintenance and streamlining efficiencies. Hei s licensed with a Series 65 by the Financial Industry Regulatory Authority(FINRA).
For Pooled Special
Many of the nation’s leading PSNTs rely on True Link to empower their teams to have better information and more time to care for their beneficiaries.
We support professional trust administration and person-centered care with investment management*, and software that enables distributions, recordkeeping, and more.Get a demo