Wealth Management

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Welcome

Whether you are a current client or considering a new relationship with Enterprise Wealth Management, we are happy to connect.

For Existing Clients: Account Login

If you are an existing client of Enterprise Wealth Management, please click here to access your account.

 

Wealth Management is far more than investing. It is planning, growing, and protecting your whole financial health, now and in the future. Enterprise Bank’s Wealth Management group provides comprehensive strategies and solutions to meet the evolving and often complex needs of our clients. We offer a range of services for individuals and families as well as best-in-class solutions for businesses and non-profit organizations. Our clients turn to us as trusted financial advisors, knowing we will act in their best interest and work hard to exceed their expectations every day.

As a division of Enterprise Bank, the Wealth Management group is built on a charter of trust and integrity and held to a higher level of fiduciary responsibility. At the same time, we reflect the Bank’s core values and lead with a deep sense of purpose.


Meet our Team


Enterprise Wealth Management Client Services*

Understanding Your Total Wealth

Wealth Access, our one-stop client portal, provides a holistic view of your total wealth position. You can add investment portfolios, deposit accounts, mortgage, credit cards, real estate, and other assets and loans, to easily view all your information and create customized reports. Click here to learn more.

Investment Management

We listen to understand what's most important to you. Based on your unique goals and priorities, we'll build and manage an investment portfolio to help you reach your specific needs and objectives. Click here to learn more.

Trust and Estate Planning

We help families develop estate plans and implement wealth transfer and charitable strategies. Our estate planning and trust services can help ensure your intentions and instructions are fulfilled. Click here to learn more.

Retirement Planning

We provide one-on-one guidance to help you articulate your retirement goals and build and implement a plan to support you in achieving what's most important to you. Click here to learn more.

Banking Services

As a client of Enterprise Wealth Management, you'll have access to the best of both worlds in banking: sophisticated services and the latest online and mobile technology. Click here to learn more.

Not-for-Profit

With decades of experience enabling not-for-profit clients to preserve and grow capital while managing risk, Enterprise Wealth Management assists not-for-profits in achieving their missions. Click here to learn more.

Investment Policy for Institutional Investors

Investment policy statements are as varied as the organizations they serve and there is no one-size-fits-all solution. Your Enterprise Wealth Management team will help you build an investment policy statement that will meet the needs of your organization now and in the future. Click here to learn more.

Succession Planning

Whether you're a company, a family business, or a not-for-profit organization, we can help you plan for your organization's leadership succession, recapitalization, or sale, and prepare for your new life beyond that transition. Click here to learn more.

 

 

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