The Sun Valley Group, Inc. is a Professional Fiduciary Service designed to meet the needs of the incapacitated population.  Our business is a vocation of compassion and caring, meeting clients' needs with consideration and dignity.  Using a multidisciplinary team, we are able to create a plan of care that provides support for our client's physical, social, emotional, and mental health needs while allowing our clients as much autonomy as possible.

Professional fiduciaries act by court appointment (guardian, conservator, trustee, personal representative) and as agents under powers of attorney. Being someone's fiduciary can be far more complex than just accounting for an individual's financial situation. The work can range from assessing the needs of the client, selecting a new home, buying furniture, and arranging for caregivers; to managing investments, controlling visitation schedules among warring family members, and handling burial arrangements.

Our estate and accounting staff have extensive experience in financial matters, including banking and investments, real estate, forensic accounting, and daily asset management.

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