Guiding You Through Life’s Later Chapters
We guide older adults and their families through the complexities of aging, helping you steward your resources with peace of mind.
We offer services as a:
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Trustee/Successor Trustee
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Conservator
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Power of attorney
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Executor
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Daily money manager​
all while walking alongside you with
wisdom, integrity, and compassion.
We’re here to simplify the complex, protect what matters most, and provide dependable support—every step of the way.
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Let us carry the weight,
so you can focus on what truly matters.
A Note from Our Founder
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"KW Fiduciaries was born out of deep respect for older adults—some of my favorite people. I’ve seen how overwhelming end-of-life planning can be and how easily others can take advantage.
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My goal is simple: To provide wise, compassionate support that brings peace of mind through life’s final stages."​
- Kelly Winquist
OUR STORY
KW Fiduciaries was founded in 2025 by Kelly Winquist to help individuals manage their personal and financial affairs when they are no longer able to do so themselves. Whether due to aging, illness, or life’s natural progression, many reach a point where they need a trusted partner to carry out their wishes with care and integrity.
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Our vision is to be a beacon of trustworthy support for older adults—honoring their legacy, protecting their values, and faithfully managing their finances and charitable giving. That vision guides every role we serve in, from trustee and executor to power of attorney and daily money manager. We value working alongside family members, as well, providing clarity during emotional and complex times.
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By entrusting your affairs to KW Fiduciaries, you gain peace of mind knowing your wishes—or those of a loved one—are handled with respect and empathy.
More than a fiduciary service, KW Fiduciaries is a commitment to walk beside people at one of life’s most tender crossroads.