Your journey in financial planning starts here.
Whether you are growing your wealth, planning for retirement, or selling your business, we bring both financial knowledge and real-world experience to help you make confident decisions.
We’re Glad You’re Here
Relationships that
last generations.
You probably know someone who knows us. That’s how most people find their way to our office. We’ve been helping families and business owners since 2001, and we still believe the best financial planning starts with knowing the people you’re working with.
Our firm, &Partners, uses Fidelity to custody your assets and we have access to their investment platform.
How We Help
Comprehensive planning
for what matters most.
We help with the big stuff: retirement income, what to do when you sell your business, how to handle money you’ve inherited, transferring wealth to future generations, and risk management.
Inherited Wealth
What do I do with this responsibility?
We help manage inherited money in ways that honor your family while fitting your life.
Retirement Income Planning
Will my money last?
We help you build income plans that are designed support your life, whether you’re staying put or splitting time at the mountains or the coast.
Investment Strategies
How do I pursue growth?
We build plans that balance growth potential with your comfort level, including innovative, alternative investment options that other advisors may not offer.
Tax and Estate Planning Strategy
How do I keep more of what I’ve earned?
We coordinate with your CPA and attorney to find tax-efficient strategies for business income, real estate sales, and wealth transfer.
Business Sales and Transitions
What’s next after I sell?
We help with timing, taxes, and the shift from business owner to retirement.
Neither Entrust Wealth Management nor &Partners renders legal or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences.
Our Clients
Serving families & business owners through every life stage.
We work with individuals and families at pivotal financial moments,
providing guidance tailored to your specific situation.
Pre-Retirees and Retirees
Planning Your
Next Chapter
You’re 5-10 years from retiring or just retired. You’ve got some money saved but you’re not sure it’s enough.
Business Owners
Helping to Maximize
What You’ve Built
You’ve built something valuable and you’re thinking about selling or passing it on.
Inheritors and Wealth Recipients
Making
Confident Decisions
You inherited money or property from your parents or grandparents. Maybe it’s farmland, maybe it’s cash, maybe it’s both. You want to do right by what they built.
Agricultural Families
Understanding
Land and Legacy
You’ve got acreage. Maybe you farm it, maybe you lease it out, maybe you’re thinking about conservation programs. You know land is family history, not just an asset. You need someone who understands that.
Why Us
We’ve walked in your shoes.
At Entrust Wealth Management, we understand what you are going through because we’ve been there. From estate planning to being a good steward of your inheritance or creating retirement income from a lifetime of hard work, we take time to know you personally so we can adapt strategies as your life changes.
