OUR MISSION

HealthView Asset Management offers unique, innovative, and targeted investment solutions to help financial-service firms prepare clients for healthcare and long-term care costs in retirement.

experienced team
digital solutions
applicable ideas

Passionate – Dedicated – Professional

achieve your goals with purpose & strategy

By simplifying the process of addressing healthcare and LTC issues investors can confidently make decisions in one meeting.

healthcare & LTC

By initiating the healthcare conversation, advisers help clients address their number one concern – retirement healthcare costs.

Increase retirement savings

showing impact

There is nothing more personal than an individual’s health. Showing its impact on retirement enhances the relationship between the financial advisor and investor.

Programs and training for advisors

simplifying the process

By simplifying the process of addressing healthcare and LTC issues investors can confidently make decisions in one meeting.

Smarter Business Experience

Passionate – Dedicated – Professional

Flexible Programs Targeted to Address Client Needs

The HealthWealth Hub account employs actuarial algorithms to calculate individual life expectancy, retirement health care costs, and appropriate funding options (either a lump sum or series of annual payments).

The program can be used to complement LTC insurance, annuity and insurance riders. LTC costs are broken down by state and metro area in the following categories:

  • Home health care
  • Assisted living
  • Skilled nursing

The Program offers multiple pre-tax plans to pay for eligible medical, dental and vision expenses!

Call us for inquiry : Monday to Friday : 7:30 am – 5 pm

+1 (888) 355-0770

Passionate – Dedicated – Professional

Meet Our Team of Experts

Providing financial services firms with innovative client solutions
for retirement healthcare and long-term care needs.

George Bernard, Jr.

President and CEO

George Bernard, Jr.
Ron Mastrogiovanni

Chairman of the Board of Directors/Chairman of the Investment Committee

Ron Mastrogiovanni
Doug Woods

Director of Research

Doug Woods

Passionate – Dedicated – Professional

achieve your goals with purpose & strategy

In one meeting, HVAM applications and tools define the issues and provide a solution to the client’s healthcare costs in retirement.

Consulting 85%
Management 76%
Brainstorming 92%

helping your business practically

why choose HVAM?

Specific Features that set us apart:

  • Professionally-managed investment account

  • A funding option for clients who prefer to self-insure

  • Actuarial-based cost projections

  • Required investment based on life expectancy and health conditions