Entrust Wealth Partners in the US has opened a new office to offer financial guidance and specialised wealth management services to its clients.
The recently established boutique wealth advisory firm offers a range of wealth planning services, including investment, insurance, legal and financial planning.
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The company was formed by partners Keith Wetjen and Peter Pabich this year.
Wetjen said: “There are many elements that go into building a rock-solid wealth management plan.
“We simplify the process by building an all-in-one plan that helps our clients pursue their goals. Our team then serves as a catalyst across our clients’ team of advisors and solutions partners to ensure the plan is implemented with success.”
Entrust claims to take a family-centric approach to wealth planning.
The company focuses on building and maintaining a wealth management strategy with the aim of offering financial confidence, comfort, and security to its clients.
Pabich said: “We understand that balance is unique for everyone, and that there is no single plan or path that can work for everyone, especially through disruptive and unstable times.
“If you’ve worked with the big-name national wealth investment firms, you know it can feel impersonal. Our team is part of the community, and we operate differently.”
Latest developments in wealth space
Last week, Perpetual acquired Jacaranda Financial Planning, a boutique wealth advisory firm based in Sydney and Melbourne.
The same week, DeFi Technologies signed a letter of intent (LOI) to buy 100% of the issued and outstanding securities of Protos Asset Management.
Blackrock also entered into a long-term partnership with UAE-based Mubadala Capital recently by making a significant investment into its private equity (PE) business.
