"Client-centric financial planning and investment management for individuals addresses both your short-term needs and your long-term goals. Enterprise Investment Advisors works with each individual to assess current lifestyle needs as well as retirement and estate planning needs down the road." – Susan M. Rossini, Vice President, Senior Relationship Manager
Personal Financial Planning with Enterprise Investment Advisors
Thinking ahead is not about second-guessing markets, but about understanding the right next steps for you, your lifestyle, and your family’s security. The professionals at Enterprise Investment Advisors screen over 14,000 mutual funds and 4,000 separate account managers to create practical, personalized plans for:
Our investing services are distinguished by a client-centric approach in which you work with a dedicated portfolio manager who listens, learns and leads reviews to achieve long-term performance. We are compensated by service fees, not product commissions, to sustain an unbiased investment management process governed by your best interests.
Retirement planning, including 401(k) plans and IRA rollovers
We not only support you with investment strategies for retirement wealth accumulation, but also help you maintain the lifestyle you want through careful management of retirement savings, social security and pensions – critical resource allocations that have lasting consequences for retirement income, taxes, estates, and health.
Wills, trusts, powers of attorney, living wills, and more – an effective estate plan has numerous pieces that need coordination. Enterprise Investment Advisors can help you assemble all the components into one effective estate plan that conforms to your values and wishes.
Trust and fiduciary services tailored to meet your needs
You can count on our professionals to conscientiously administer your trust according to your intentions. We have expertise in administering a wide range of sophisticated trusts to help families achieve their wealth management and wealth transfer goals.
We can act as sole trustee, co-trustee or successor trustee – depending on your preference. The trustee accepts legal responsibility for carrying out the terms of the trust and performs many or all of the following responsibilities:
- Accounting and reporting
- Investment management
- Securities custody
- Tax-related responsibilities
- Duties to beneficiaries
- Estate settlement