Wealth Management

Trusted advisors providing you sophisticated planning and investment products

Maximizing your investment strategy is a key part of your overall financial picture. By partnering with Enterprise for investment planning and execution, you have access to a fully integrated trust platform focused on three key areas: Wealth Planning, Investment Management, and Trust and Estate Services. 

Wealth Planning

Together, we address key issues impacting your financial health, including:

  • Your lifetime financial goals
  • Your personal and family financial obligations
  • Your retirement horizon and desired lifestyle
  • Planning for milestones such as education and business succession
  • Risk management, including insurance planning
  • Your charitable giving plan
  • 10b5-1 plans for executives with publicly-traded companies

Investment Management

Our investment advisory services include: 

  • A risk tolerance assessment
  • Investment policy development
  • Asset allocation analysis
  • Portfolio management
  • Alternative investments
  • Tax-sensitive strategies
  • Private banking

Trust and Estate Services

Our trust and estate advisory services include:

  • Personal trust administration
  • Specialized administration
  • Estate administration
  • Conservatorship appointment
  • Escrow and custody services
  • Special Needs Trusts
  • Foundation and endowment management and consultation
  • All types of charitable trust arrangements

The Enterprise team combines a “high-touch” approach with a proven reputation for industry-leading client satisfaction. And since we sell no proprietary investment products, you can be assured our team will work with you to build a plan that delivers on your unique financial goals. 

Contact Us
Together, let's talk about what your financial success looks like.
This field is required.
This field is required.
Please enter a valid phone number.

By filling out this form, you agree to be contacted by Enterprise Bank & Trust