Enterprise Bank & Trust

Wealth Planning

At Enterprise Trust, we engage our clients in a thoughtful, comprehensive and ongoing dialogue about their wealth planning. Our wealth approach encourages clients to look at their personal assets in a unique way that identifies not only opportunities but the risks associated with those aspirations. These generally fall into three categories of risk – personal, market and aspirational. Recommendations will be tailored to the client’s objectives for each of these categories.

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The planning process is comprehensive, addressing concepts such as asset protection strategies that are often overlooked. And, given Enterprise Bank & Trust’s focus on business owners, our private bankers and wealth advisors have developed specific expertise in addressing the planning issues successful entrepreneurs frequently face.

Effective wealth planning informs investment strategies, building the foundation for long term financial success.

Where we focus our attention to help our clients succeed

NOTE: Investment products offered through Enterprise Bank & Trust are:

  • Not insured by the FDIC;
  • Not deposits or other obligations of Enterprise Bank & Trust and are not guaranteed by Enterprise Bank & Trust or any of it’s affiliates; and,
  • Subject to investment risks, including possible loss of the principal invested.