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Pursue your passions.

Your financial life is more complex than just your investment portfolio – it’s about your entire balance sheet and your legacy. Your firm gives you partners who are focused on investment management, asset management, and tax management. This integrated approach enables you to live with financial confidence.

Your Team

Daniel A. Conners

Managing Partner

Michael P. Crawford

Managing Partner

Todd A. Buchner

Partner

Tara Conners Dekel

Principal and Head of Client Relations

Gillian E. Vapnek, CFA

Head of Financial Planning

The Power of Partnership

We are driven by our deep belief in the spirit of community and the power of partnership – collaborating with you and connecting you with essential resources to empower you across financial life to live life your way, better your world and unlock new generations of possibilities.

Your team will be supported by best-in-class providers, tools and technologies – hand-selected by enTrust – to ensure a complete, responsive and enriching experience at all times.

Key Providers

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Fidelity Clearing & Custody Solutions

Fidelity Clearing & Custody Solutions® provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management and consulting to registered investment advisors (RIAs), including strategic acquirers and professional asset managers, as well as retirement recordkeepers, broker-dealer firms, banks, and insurance companies through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC, Members NYSE, SIPC. In addition to providing services to third-party institutions, the NFS brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity’s retail and capital markets businesses, bringing NFS assets under administration to over $4 trillion as of June 30, 2018.

Fidelity Investments is an independent company, unaffiliated with enTrust Wealth Advisors. Fidelity Investments is a service provider to enTrust Wealth Advisors. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by enTrust Wealth Advisors and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity Clearing & Custody Solutions® provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 865563.1.0

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BxC Partners

BxC Partners is a multi-family office that invests in wealth management platforms. Our team provides capital and resources to extraordinary people and works side-by-side to help them execute their vision.

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Axxcess Wealth Partners

The Axxcess Platform integrates third party investment managers alongside real estate, private equity, and hedged investments to create a unique UMA/TAMP Platform to transform your Wealth Management practice. The Axxcess Platform is built for accredited investors and the Advisors that serve them.

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MarketCounsel

MarketCounsel is the leading business and regulatory compliance consulting firm to the country’s preeminent entrepreneurial investment advisors. We deliver comprehensive and sound, yet business-savvy, regulatory compliance solutions. At MarketCounsel, you will discover an impressive roster of seasoned compliance professionals paired with state-of-the-art technology to meet, anticipate, and exceed the exacting needs of our clients. From the startup of an investment advisor through our time-tested RIA Incubator program, to the outsourced compliance department capabilities of our RIA Institute, MarketCounsel’s service platform consistently delivers on the promise of trusted counsel within the wrapper of extraordinary service.

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Arete Partners

Arete Wealth Management is the financial investment entity within the Arete family of companies. Arete Wealth is a full-service Broker-Dealer (BD), Registered Investment Advisor (RIA) and Insurance firm. The company offers wealth management for high-net worth individuals and institutions, alternative investment access, venture capital and private equity programs. Headquartered in Chicago, the firm’s wealth investing products and services are offered through more than 25 offices and over 130 registered advisors nationwide.

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