SAN DIEGO--(BUSINESS WIRE)-- The San Diego firm, enTrust Wealth Advisors, LLC, has officially launched as an independent, SEC-registered investment advisor focused on offering individuals, families and entrepreneurs comprehensive wealth solutions across their financial life, including investment management, asset management and tax management.
The firm will be led by Founders and Managing Partners, Daniel Conners and Michael Crawford, most recently with UBS. The founders have extensive experience and believe the independent model offers the best opportunity for clients in today’s marketplace and moving forward.
“The world is transforming and the RIA space opens up new possibilities for our clients,” said Daniel Conners. “Our clients expect and deserve a forward-thinking firm; a firm with access to the best-in-class providers, research, technologies and tools in the marketplace; a firm designed specifically for clients. That is the foundation of enTrust Wealth Advisors.”
“The RIA model gives us the opportunity to do more and fulfill our mission to give financial confidence across all aspects of their financial life,” added Michael Crawford. “We have the ability to access extensive sources of research and deliver complete, unbiased solutions. Above all, we are a fiduciary committed to the best interests of clients.”
The firm will be supported by a team of experienced professionals, including Tara Conners Dekel, Head of Client Relations, and Gillian Vapnek, Head of Financial Planning.
In addition, enTrust has selected BxC Partners as a strategic advisor and growth capital partner. BxC was launched in 2017 by Todd Buchner. Todd previously spent 17 years at Credit Suisse, most recently leading the Private Banking Group in the Southwestern Region. “We are excited to join the enTrust team,” said Buchner. “The new firm gives clients a winning combination of an experienced team, an independent structure and comprehensive solutions to help clients simplify their financial lives and achieve their financial goals.”
The enTrust team has also identified key resources, advanced tools and technologies, and leading providers to safeguard assets, deliver compliance oversight, and enhance the client experience. "The safety of client assets is essential to enTrust,” Buchner continued. “We conducted a rigorous evaluation of top providers, and we selected Fidelity Clearing & Custody Solutions, as we believe their world-class capabilities and resources will best serve and protect our clients.”
About enTrust Wealth Advisors, LLC
enTrust Wealth Advisors is an independent SEC-registered investment advisory firm created by wealth advisors with decades of experience helping individuals, families and entrepreneurs. For more information, please visit www.entrustwealthadvisors.com.
enTrust Wealth Advisors is an independent SEC-registered investment advisory firm with its principal place of business in San Diego, California. This press release is limited to the dissemination of general information pertaining to our investment advisory services. Investing involves the risk of loss. For additional information about enTrust Wealth Advisors, please visit our web site at (http://www.entrustwealthadvisors.com) and request our disclosure brochure as set forth on Form ADV. Our disclosure brochure is also available on Investment Adviser Public Disclosure web site (http://www.adviserinfo.sec.gov). Please read the disclosure statement carefully before you engage our firm for advisory services.
About 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. 865563.4.0
enTrust Wealth Advisors
Todd Buchner, 858-257-4646
Source: enTrust Wealth Advisors, LLC