We offer sound advice and support during and after significant life transitions.
Our team helps you and your family make the right choices at pivotal times in your lives, thereby easing financial concerns. You can rely on Entrust Financial, LLC to assist as you navigate life's expected and unexpected events.
Our typical client has the following attributes
- Net worth of at least $2 million
- $1 million or more of investable assets
- Willingness to share important and sometimes sensitive details of their lives, values, needs, interests and concerns
- Willingness to delegate to a trusted advisor
- Interest in comprehensive solutions, not just investment management
- Realistic expectations and lives within their means
To assure your comfort every step along the way we use a holistic consultative process that begins with a Discovery Meeting to help us learn about you. Our conversation centers on a number of themes such as: vision, goals, family, relationships, career, interests, current financial situation, and current professional relationships.
Download our Budget Spreadsheet