ENTELEVEST
@entelevest.com
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. Tailoring advice based on our clients' unique situation is the core of our firm. 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 Waitzkin Entelevest, LLC is a registered investment adviser. This platform is solely for informational purposes and is not offering advisory services or sales of securities. Investing involves risk and possible loss of principal capital. Comments by viewers or recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and mis information may be deleted. Our firm has provided content by third parties and/or linked sites within our posts, we believe that this content is reasonably reliable and does not contain untrue statements of material fact or materially misleading information. The third-party content may be dated. The opinions expressed herein are as of the date of publication and are subject to revision due to changes in the market or economic conditions and may not necessarily come to pass.
ENTELEVEST's Company Logos
ENTELEVEST's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#DFB726
Golden Grass
223, 183, 38
47, 74, 51
0, 18, 83, 13
#212528
Shark
33, 37, 40
206, 10, 14
18, 7, 0, 84
#F5D389
Manhattan
245, 211, 137
41, 84, 75
0, 14, 44, 4
About ENTELEVEST
Entelevest, LLC is a boutique, fee-only Registered Investment Advisory firm based in Coral Gables, Florida. The firm provides discretionary investment advisory services, comprehensive wealth management, and financial planning to high-net-worth individuals, businesses, and institutions. It states that it does not accept commissions or revenue beyond the fees it charges and that it acts as a fiduciary for its clients. Client assets are custodied at Charles Schwab & Co.
Entelevest’s services include investment management, with portfolios created and adjusted to reflect each client’s needs and goals, and comprehensive financial planning covering the broader elements of a client’s financial life. Its approach uses a structured process that incorporates fundamental, technical, and behavioral analysis to develop and implement a financial roadmap. The firm emphasizes understanding clients’ goals, personal circumstances, and risk tolerance, and building long-term relationships through open communication. Its website also offers financial articles, calculators, presentations, videos, and resources on investing, retirement, taxes, estate and legacy planning, and risk management.
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Finance
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