Does Your Legacy Have One-of-a-Kind Needs?
At MRS Wealth Advisors, special needs planning is one of our specialties.
Our team is here to help you pursue your ideal goals, retirement and legacy.
Mario Sena, ChSNC®
Wealth Advisor
Mario brings over a decade and a half of experience to his role as a wealth advisor, steadfastly upholding a fiduciary standard that ensures a human-first approach to guiding clients toward a secure financial future. His academic journey in business and finance laid the groundwork for a career focused on strategic financial planning. With an expertise sharpened by years in the industry and a credential of Chartered Special Needs Consultant®, Mario excels in developing comprehensive financial strategies that go beyond the numbers.
As an advocate for informed decision-making, he provides personalized plans that encompass tax strategies, income planning and legacy building. Mario’s approach is simple: Understand the client, their objectives and their comfort with risk to tailor a plan that fits their life.
Passionate about the impact of responsible investing, Mario integrates ethical considerations into investment choices to reflect the values of those he serves. Based in Las Vegas, he enjoys exploring the city’s culinary scene, indulges in his love for fine wines and stays active with martial arts and outdoor pursuits.
At the heart of Mario’s service is a commitment to empowering clients with knowledge and strategies that pave the way for a thriving financial tomorrow.
Mario is a proud member of The Academy of Special Needs Planners.
Special Needs Planning
Our team can help families and individuals with special needs navigate their unique financial strategies.
Nothing should stand in the way of someone achieving their dreams.
At MRS Wealth Advisors, our expertise and tailored strategies can allow individuals with neurodiversity, intellectual disabilities or special long-term medical needs and their families design and implement comprehensive plans to help ensure their best lives.
Through education, benefits planning, care management and connections to transportation, residential, employment, tax and legal resources, we are here to provide comprehensive and objective support.
Together, we will focus on:
- Comprehensive individualized planning
- Monitoring through all life stages
- Coordination of benefits
Resource Library
In addition to our services, we are happy to provide resources to assist you on your journey.
Blog
The Benefits of Establishing a Special Needs Trust Early
Takeaways For families of children with disabilities, planning for a lifetime of support is both a practical necessity and a compassionate act. One of the most powerful tools…
Helpful Tax Filing Tips for Individuals With Disabilities
Takeaways Filing taxes can be time-consuming and complicated, but there are some available resources, benefits, and tax credits that can help individuals with disabilities lower their tax liability…
A Comparison of Special Needs Trusts and ABLE Accounts
A special needs trust (SNT) and an Achieving a Better Life Experience (ABLE) account each provide a tax-free way for people with disabilities to save money. Both options…
Estate Planning for Parents of Children With Mental Illness
Mental illness in the United States is more common than most people may think. More than one in five U.S. adults live with a mental illness and one…
More Resources
Top 11 Essential Elements of a Successful Financial Plan
Top 11 Essential Elements of a Successful Financial Plan For Families With a Member with Special Needs. (Because families with members with special needs have more to do)