(a/k/a middle-class millionaires)
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.
Finally, you can relax.
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Sally and Tom stashed more than $3 million dollars in cash into a money market account over the past couple of years. They knew they needed to get it working in an investment portfolio but were not sure how to make the right decisions, so they procrastinated taking any action.
Moreover, when they tried to discuss their finances, Sally and Tom became argumentative with one another. “If we hire an advisor,” they would conjecture, “Will we lose control over our money?” A trusted friend suggested they meet with us.
As our conversation unfolded during the discovery meeting, Sally and Tom began to realize that the meeting was about them–what they needed and wanted for their family and their business, and how they wanted to live–right now and into the future. They started to relax.
After gaining a clear understanding of what they wanted their money to do for them, our next step was to formulate their customized investment plan. Sally and Tom reported to us later that implementing their investment plan, aimed at results over the long-term, did not feel like “losing control of our money.” Rather, they expressed excitement about taking charge of their finances, about putting their money to work for them!