Wealth Management

Entrust Financial Wealth Management Planning Boat Sailing on Ocean

Investable Assets—$750K and up
Annual Fee for Investment Management

Fee Includes:

  • Investment Management—Customized investment plan formulated to help achieve your long-term goals while managing your risk. Portfolio implementation and ongoing oversight provided by our investment committee. Eligibility for alternative investment offerings.
  • Retirement Planning—Income strategy designed to preserve your style of living throughout retirement. Strategy formulated to cover health care costs.
  • Wealth Management Planning—Personalized roadmap for addressing financial concerns that go beyond investing. Examples include but are not limited to:
    • Wealth Enhancement
    • Wealth Transfer
    • Wealth Protection
    • Charitable Giving
  • Quarterly Regular Progress Meetings—Review of investment progress and milestones indicating the accomplishment of your goals. Review and updating of your advanced planning as needed.
  • Personalized CFO Service—Our passion is to help you to make good financial decisions in all aspects of your life. We provide support as needed—by phone, email, and in-person meetings. Examples include but are not limited to:
    • Tax Strategy Support—Tax efficiency is key. Meetings may be conducted with your CPA.
    • Estate Planning Strategy Support—Find and facilitate the most tax-efficient way to pass assets along. Meetings may be conducted with an estate attorney.
    • Consulting for financial issues you face. Examples include—planning to care for elderly parents or special needs children; college funding.
  • Invitation to events

Questions? We’d love to hear from you. Send us a note or Schedule a 15-min call with one our professionals.

Schedule a Call
Entrust Financial Wealth Management Planning Boat Sailing on Ocean

Wealth Management:
Investable Assets
$750K and up

Learn More
Entrust Financial Financial planners looking at 401(k) plans

401(k):
Investable Assets
$1M and up

Learn More
Entrust Financial LLC®
Wayne, PA | Phone: 610-687-3515 | Fax: 610-687-3595
Financial Advisors Serving in Pennsylvania: Montgomery, Chester, Philadelphia and Delaware Counties
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP, which it awards to individuals who successfully complete initial and ongoing certification requirements. Disclosure | Privacy Policy
Certified Financial Planner Board of Standards, Inc
Our Mission:
Money is a powerful tool, a tool that serves our families, our values, ourselves. The Entrust team partners with each client, first to help them make good financial decisions in all aspects of their lives and second, to put their money to work—so they may achieve all that is important to them. We create a better life experience.

Entrust Financial, LLC. BBB Business Review