Your story is unique, as is the story of your business endeavors.
And it is quite likely that taking care of those you love is a number one priority, with business success a close second. We love listening to, understanding, and getting to know you and your business before formulating your customized wealth management strategy.
“Not your typical investment advisors” perfectly portrays the Entrust story. For instance, our team uses a holistic process to evaluate your entire financial picture prior to recommending step-wise strategies with two aims:
1) achieve investment results
2) solve financial concerns that go beyond investing.
Next, we tackle every planning detail for you and monitor your high-level investment progress toward achieving your most important goals. Finally, our woman-founded and owned firm status, a distinction claimed by fewer than 9% of investment advisory firms nationwide, ensures personal dedication to your needs.
We welcome you to join the elite. Join the Entrust family.
Schedule your second opinion today!
How to begin?
Jim felt almost paralyzed when it came to money, and because he worked countless hours daily in his restaurant, he could not seem to find the time to pay attention to all the details. He had no idea whether his portfolio was growing as it should, although he regularly invested as much cash as possible from his business proceeds. Jim’s non-business priorities centered on being a good husband to Lucy and a good father to his three children.
Despite the tireless effort he devoted to taking care of his family and his business, Jim was plagued with questions. For example, his loop of concerns included:
- Do we spend too much?
- Will our portfolio lose value?
- What is our retirement number?
- How will we manage all the money when Lucy receives her substantial inheritance?
- What estate planning do we need, to protect our family?
- How soon can I sell my business?
Entrust’s concierge-level service delivered the results Jim wanted. Without taking time from the demands facing him daily, we partnered together to map out answers and implement solutions to close his loop of frustrations. Perhaps Jim’s best moment occurred when we established a prosperous exit strategy from his business!