Your financial life is more complex than just your investment portfolio – it’s about your entire balance sheet and your legacy. Your firm gives you partners who are focused on investment management, asset management, and tax management. This integrated approach enables you to live with financial confidence.
Your Team
The Power of Partnership
We are driven by our deep belief in the spirit of community and the power of partnership – collaborating with you and connecting you with essential resources to empower you across financial life to live life your way, better your world and unlock new generations of possibilities.
Your team will be supported by best-in-class providers, tools and technologies – hand-selected by enTrust – to ensure a complete, responsive and enriching experience at all times.
Key Providers
Fidelity Clearing & Custody Solutions
Fidelity Clearing & Custody Solutions® provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management and consulting to registered investment advisors (RIAs), including strategic acquirers and professional asset managers, as well as retirement recordkeepers, broker-dealer firms, banks, and insurance companies through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC, Members NYSE, SIPC. In addition to providing services to third-party institutions, the NFS brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity’s retail and capital markets businesses, bringing NFS assets under administration to over $4 trillion as of June 30, 2018.
Fidelity Investments is an independent company, unaffiliated with enTrust Wealth Advisors. Fidelity Investments is a service provider to enTrust Wealth Advisors. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by enTrust Wealth Advisors and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity Clearing & Custody Solutions® provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 865563.1.0
Learn More
Charles Schwab
You may select Charles Schwab & Co., Inc. or another brokerage firm to custody your assets and effect transactions on your account. As a registered broker-dealer and a member of the Securities Investor Protection Corporation (SIPC), Schwab is subject to certain regulations intended to protect assets held in brokerage accounts maintained at Schwab.
These materials have been independently produced by enTrust Wealth Advisors, LLC. enTrust Wealth Advisors, LLC is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. enTrust Wealth Advisors provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.
Learn More