Our Services

Our services are tailored to help clients build and preserve wealth in a way that adds meaning to their lives.

The Entrust Services model emphasizes open dialogue—whether personal or business aspirations are the focus—and provides customized investment solutions and comprehensive planning that get to the heart of what matters most to clients.

Individuals & Families

Personalized Investment Management and Wealth Planning

Entrust Financial’s personalized investment management and planning solutions are designed to serve your values and to help you live well. Perhaps you are aiming to enhance and preserve your family wealth and legacy. The Entrust perspective on how to allocate your money astutely, not just now but in the decades to come, can make all the difference in your confidence and the results you experience.

Entrust Financial’s customized process establishes your portfolio of assets as the foundation of your financial house. Planning is comprehensive and formulated to provide you and/or your family with the financial roadmap you need. Your personal financial roadmap is nimble and addresses four broad areas of your financial life:

  • Wealth enhancement aims to produce the best possible investment returns consistent with your level of risk tolerance and to minimize the tax impact on those returns.
  • Wealth transfer intends to find and facilitate the most tax-efficient way to pass assets to succeeding generations, and to do so in a way that meets your wishes.
  • Wealth protection aims to protect your wealth against potential creditors, litigants, children’s spouses and potential ex-spouses.
  • Charitable giving helps fulfill your charitable goals. It is most effective when coordinated with the three services above

Your Personal Chief Financial Officer

The Entrust team serves as your financial quarterback, your Personal Chief Financial Officer. To gain the precise expertise we need to effectively manage all aspects of your financial affairs, we work with a network of carefully selected professional advisors with a high level of skill in key aspects of your finances. As appropriate, we turn to our network in order to evaluate your specific financial challenges and devise appropriate recommendations.

Business Owners & Entrepreneurs

Comprehensive Investment Management and Wealth Planning

For more than two decades business owners have turned to Entrust Financial to provide comprehensive investment management and wealth planning, leveraging a client experience model that emphasizes open dialogue and offers customized investment solutions and planning that get to the heart of what matters most to them.

As an entrepreneur, you may be so engaged in building your company to the next level that taking a moment to consult on how to allocate your money astutely—not just in the present but for the decades to come—can be overlooked. Whether you need to plan for your family’s needs, for business succession or to ensure that you have the income you need in retirement, Entrust Financial can help.

Full Solution 401(k) Services

Our Entrust team of multi-generational advisors are fellow business owners and know first-hand how vital it is to the health of your business to have the right employees on the bus—your bus—and to know that they are happy. One tool for employee happiness are the benefits and retirement plan you offer. The right 401(k) plan, for instance, may:

  • Serve as a recruiting magnet
  • Reduce employee turnover
  • Support your own retirement planning
  • Save on small-business taxes
  • Permit you to align your business values with your investment choices

Partnering with Entrust for your 401(k) plan needs can lighten your workload as we formulate, implement, and monitor the 401(k) plan that is right for you and your firm.

Personal Chief Financial Officer (CFO)

As a business owner you do not need reminders about the value of your company’s Chief Financial Officer (CFO). You experience it daily. Entrust Financial’s Personal CFO service allows you to benefit from the same value, with respect to your personal investment management and wealth planning. The multiple facets required to optimize your financial resources, such as Wealth Enhancement, Wealth Transfer, Wealth Protection, and Charitable Giving may be delegated. Partnering with us allows you to devote your time and energy to what you do best—build and run your firm.