Executives in Transition

We understand how important it is to see the big picture as you aim to make the right choices at pivotal times in your life.

The financial planning aspect of what we do proves invaluable to long-term financial security and independence; it is founded on astute investment consulting utilizing a breadth of world-class investment choices. You can rely on Entrust Financial, LLC®.

This specialized offering helps professionals who may have accumulated money in retirement accounts, or who hold concentrated stock positions, manage their choices as they prepare to retire and/or during retirement.

Transitions

Alternative investment and restricted stock considerations bring new responsibilities and questions. At Entrust, we are dedicated to guiding clients as they aim to make the right choices; our holistic consultative process makes a difference for executives during pivotal times.

Entrust understands the unique needs of executives and professionals who:

  • Have access to alternative investments, restricted stock and/or phantom shares and seek the guidance of a wealth manager to help weigh their options
  • Need ongoing, independent, objective analysis and advice
  • Want to achieve their dynamic personal, family, economic and philanthropic goals.

Entrust Financial's expertise in working with executives stems from decades of experience and we know that listening and continually connecting with our executive clients throughout the relationship is paramount. Our team of professionals understands how complex and high-stakes these decisions can be and has a strong commitment to protect client wealth.

Entrust makes a difference by providing strategies that are specific to the issues faced by executives and professionals in transition. These strategies include examining tax implications of pension plans/options, generating forward-looking cash-flow models, and implementing investment strategies formulated for clients to make the right choices at pivotal times in life, thereby easing financial concerns.

Download our Thought Paper