By LIDDIE MARTINEZ
President, Los Alamos Region
Enterprise Bank & Trust

From adapting to remote work to navigating the great resignation, the pandemic has brought on many unique challenges. Inflation, rising interest rates and stock market volatility are a few of the many uncertainties that may be affecting your important financial decisions.

Whether you are adjusting the asset allocation in your 401k, buying a retirement home on the beach or updating estate planning documents, a good wealth advisor can help put you at ease with your financial decisions. At Enterprise Bank & Trust, we provide services to assist you with asset and portfolio management, cash flow, retirement planning, risk management, estate planning, tax planning and more.

It’s important to remember that waiting to save as a long-term investor may end up costing you in the long run. Wealth advisors can provide expertise on many different dimensions of the retirement and wealth planning process. Advisors promote discipline and can help you deal with the anxieties caused by financial planning and market instabilities.

As an independent wealth management firm, we help manage approximately $2.5B in investment assets for our clients, with Fidelity as our custodian. Our partnership with Fidelity allows us to use their comprehensive financial planning tool, eMoney. EMoney aggregates your accounts in one place to paint you a complete picture of your finances.

All of our portfolio managers hold the designation of Chartered Financial Analyst (CFA) and many of our wealth advisors are Certified Financial Planners (CFP). Our Trust Department includes three estate planning attorneys and a CPA. Our experienced team is ready to help guide you on your financial journey, we look forward to working with you.

For additional wealth management questions, contact Jessica Apodaca, Client Services Team Lead at japodaca@enterprisebank.com.