The Johnson Cotroneo Group of Moors & Cabot Investments is a full-service wealth management practice focusing on individuals with special needs. We provide comprehensive financial plans that address the most relevant issues to special needs families: lifetime cost of care, maintaining government benefit eligibility, lifestyle funding strategies, and trust administration. In addition to caring for the individual with special needs, we also serve their families by integrating special needs plans with broader family financial plans, facilitating retirement, education, and legacy.

Serving Families in Jacksonville and Ponte Vedra Areas.