Entrust is a boutique wealth management firm offering entrepreneurs and business owners a powerful combination of industry-leading service, talent and global resources.
You want your money to work as hard for you as you have worked for it, and Entrust is your partner in that endeavor. It is our job to provide the investment expertise, planning and market resources you need, to help you and your family achieve your most important goals. Mutual trust is a cornerstone in our client relationships.
Entrust chooses to be an independent, boutique wealth management firm (registered investment advisor) because that permits us to be objective, transparent and cost-effective, and to adhere to the fiduciary standard of always placing clients’ best interests before our own. In fact, our advisors hold the Certified Financial Planner™ designation and are bound to the highest industry ethical standard, that of fiduciary.
Just as you do in your business, we value lifelong relationships.