A steward is someone an owner entrusts with the management of his or her wealth.
To commit to another with confidence.
We define meaningful wealth as the intersection of met needs, responsible behavior, significant contribution to others, a solid generational legacy, personal contentment and spiritual alignment. Wealth is an achievement and a responsibility, and at Alliance Entrust® we carry a responsibility to steward and navigate our clients’ wealth towards well thought out goals. Wealth should be considered as one element in a long life, well lived. It is something to be passed on, from generation to generation, with its responsibility and accountability intact. The work of Alliance Entrust® co-creates with, and for, our clients a conscious orientation and understanding of what wealth means and the options and opportunities it affords.
There is a significant difference between creating substantial wealth, and meaningful wealth. The growth of one’s net worth can be accomplished through hard work, discipline, and superior business acumen. Without discounting the above, the creation of meaningful wealth is accomplished when these strengths are surrounded by a team of advisors whose competency is the integration of financial decisions with life’s meaningful goals. This is not to say that financial decisions have no meaning, but it is to say they can conflict with meaningful life goals if not attended to.
Alliance Entrust® services are designed to assist clients in evaluating, measuring, and most importantly achieving all individual and family financial goals. Services include:
- Integrated Wealth Services
- Estate & Trust Protection
- Accounting & Tax Planning
- Investment Management