San Diego–based enTrust Wealth Advisors has officially launched as an independent, SEC-registered investment adviser focused on offering individuals, families and entrepreneurs comprehensive wealth solutions across their financial life, including investment management, asset management and tax management.
The firm will be led by Daniel Conners and Michael Crawford, founders and managing partners, and most recently with UBS.
“The world is transforming and the RIA space opens up new possibilities for our clients,” said Conners. “Our clients expect and deserve a forward-thinking firm; a firm with access to the best-in-class providers, research, technologies and tools in the marketplace; a firm designed specifically for clients. That is the foundation of enTrust Wealth Advisors.”
Crawford added, “The RIA model gives us the opportunity to do more and fulfill our mission to give financial confidence across all aspects of their financial life. We have the ability to access extensive sources of research and deliver complete, unbiased solutions. Above all, we are a fiduciary committed to the best interests of clien