Wealth Management

Want to learn more about Wealth Management?


For Prospective Clients

To learn more about our Financial Planning Services, please visit our dedicated websites for Enterprise Wealth Management and Enterprise Wealth Services.
 

For Existing Clients: Account Login

If you are an existing client of Enterprise Wealth Management or Enterprise Wealth Services, please visit the corresponding website to access your account.

Enterprise Wealth Management
Enterprise Wealth Services


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.

Our Financial Planning Services*

Retirement Planning

Our financial advisors will meet with you, discuss your goals, and develop a customized plan to help you prepare for a comfortable retirement. If you own a business, we can also work with you to design a comprehensive business succession plan.

Estate Planning

Our financial advisors will work with you and an attorney to create an estate plan that supports your unique needs and personal wishes. We will help you understand how wills and trusts work, the difference between a power of attorney and a trustee, and the benefits of a 529 Education Plan.

Investment Planning

You need a well-rounded investment portfolio to get you where you want to be. In partnering with leading asset researchers and managers, our team utilizes their expertise to develop and manage customized investment portfolios. We align your portfolio with your values and continually monitor the strategic allocation of your assets and adjust to changes in your life and lifestyle, capitalizing on new opportunities and challenges. Our advisors are disciplined and knowledgeable, but operate with heart and compassion, never losing sight of your values and priorities.

Insurance Policy Management

It’s important to be prepared for the unexpected. Our financial advisors will help you choose the right life insurance policy to protect your assets and provide security for your loved ones.

Tax Planning

When it comes to tax planning, we understand the importance of thinking strategically and holistically. We provide a well-rounded, tax-inclusive approach to financial planning that supports our clients’ goals, while limiting tax liability.

Services for Institutional Clients

We provide a wide-range of services for our institutional clients including endowments and foundations, investment policy review, investment management, sponsored retirement plans, and 401(k) plans.

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