Entrust brings clarity, structure, and a plan we can explain in plain English.
Entrust planning standardInvesting with Purpose
Investment Management Built Around Your Purpose.
We help individuals, families, and advisors connect wealth, values, retirement income, taxes, and risk with what matters most today and for generations to come.
FiduciaryAdvice centered on your best interest.
IndependentObjective guidance around your needs.
ConfidentialYour information stays private.
Purpose-DrivenPlanning aligned with what matters most.
Who We Serve
Planning Clients
Individuals and families who want coordinated planning, implementation help, and ongoing review.
Investment Management Clients
Clients who primarily need custom portfolio construction, implementation, and periodic review.
Advisor / RIA Solutions
RIAs and IARs looking for portfolio management support and access to third-party asset-management capabilities.
Why Work With Entrust
Clarity. Confidence. A Plan That Lasts.
We combine experience, a disciplined process, and a personal approach to help you make better decisions with your wealth.
Our ApproachPersonalized
We take the time to understand what matters most to you.
Strategic
Thoughtful planning designed around long-term goals and current tradeoffs.
Disciplined
Risk management, income needs, and liquidity are reviewed before implementation.
Values-Aligned
Your rules guide the plan, so the portfolio has a clear job to do.
Our Process
A Clear, Collaborative Process
Discover
We listen and learn about your goals, values, accounts, income needs, and finances.
Analyze
We review the full financial picture and the risks, taxes, and opportunities around it.
Design
We build a customized investment and planning strategy around your actual needs.
Implement
We put the plan into action with precision, coordination, and clear documentation.
Review
We revisit the strategy as markets, tax laws, income needs, and life change.
Resources & Insights
Guidance for Every Season
Workbook
Social Security Filing Workbook
A practical planning workbook for Social Security timing, benefit coordination, and retirement-income discussions.
Request the WorkbookWorkbook
Tax Planning Workbook
A planning resource for organizing retirement-income tax questions before meeting with an adviser or tax professional.
Request the WorkbookWhite Paper
Bond Fund Risk Whitepaper
An educational overview of interest-rate risk, bond funds, individual bonds, maturities, and income planning.
Request the White PaperRecording
Social Security Workshop Recording
A recorded educational session covering filing timing, survivor benefits, and coordination with portfolio income.
Request the RecordingRecording
Tax Workshop Recording
A recorded educational session covering retirement-income tax considerations and planning tradeoffs.
Request the RecordingPeople & Process
Experienced Guidance. Clear Communication.
Entrust is led by advisors focused on individualized portfolio management, retirement-income strategy, and advisor support.
Meet Our TeamFiduciary
Advice built around client interests.
Custom Strategy
Portfolio work starts with the client, not a preset model.
Clear Process
Recommendations are explained in plain English.
Next Step
Let's Start a Conversation
We'll explore your goals and show you how Entrust may be able to help.
Advisory services offered by Entrust Investment Services, Inc., a registered investment adviser in the state of Michigan and in other jurisdictions where Entrust is registered or exempt. Registration does not imply a certain level of skill or training. Insurance products may be offered through separate and unaffiliated insurance entities. This website is for informational purposes only. While Entrust may provide significant education and resources related to your tax and estate planning considerations, all ideas and plans should be verified with a qualified tax or legal professional. Entrust does not, and cannot represent you in any case with the IRS, Probate Court, or other legal authority. We assume no liability related to your taxes or legal considerations. Our software, tools, and resources are to be considered educational in nature and while useful these tools cannot be construed as advice.
Investing involves risk, including possible loss of principal. Portfolio strategies do not guarantee income, tax savings, investment returns, or principal protection.