Entelevest

ENTELEVEST was born from the unification of ENTELECHY and INVESTMENT. ENTELECHY is the concept intimately connected with Aristotle's distinction between matter and form, or the potential and the actual and defined as, that which realizes or makes actual what is otherwise merely potential. INVESTMENT, defined by the Cambridge Dictionary as the act o... f putting money, effort, time, etc. into something to make a profit or get an advantage, or the money, effort, time, etc. used to accomplish this. When you marry these two powerful concepts, you arrive at ENTELEVEST! ENTELEVEST is a boutique Registered Investment Advisory firm offering wealth management and comprehensive financial planning services to our clients. We work directly with clients on a fee-only basis and choose to be held to a fiduciary standard. Providing objective advice based on our clients' unique situation is the core of our firm. Our mission is to collaborate with our clients to realize their financial potential in order to enjoy their desired lives. Potential is everywhere, but realization of potential is rare. We focus on building a foundational relationship with our clients to learn what matters to them. 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 to strive for excellence in our profession. This ensures we never settle on our laurels or get comfortable in our process. "The key to pursuing excellence is to embrace an organic, long-term learning process, and not to live in a shell of static, safe mediocrity. Usually, growth comes at the expense of previous comfort or safety." Josh WaitzkinRead More