ENTELEVEST, LLC

When you marry entelechy, which means the realization of potential, with your investments, the unique ENTELEVEST is born! We are a boutique Registered Investment Advisory firm offering investment management and comprehensive financial planning. Our goal is to work with our clients to realize their financial potential in order to live their desired lives. Potential is everywhere, but realization of that potential is rarer. We focus on building a foundational relationship with our clients, so we get to know them deeply. Only in truly understanding a person, their goals, aspirations, fears, desires, and hopes, can we effectively and efficiently design their bespoke plan and realize that potential. We work with our clients in the areas of investment management, retirement and income strategies, estate and legacy planning and overall comprehensive life planning. We believe in and exhibit a culture of constant learning and growing in our field. We take a learner's mindset regardless of the level of knowledge or competence achieved. This ensures we never settle on our laurels or get comfortable in our process.