Why Entruity

Entruity Wealth is a California Registered Investment Advisor (RIA). As an RIA, we are committed to the highest standards of client care and are legally and ethically obligated to place your interests above all others with complete transparency. We have the ability to leverage the advantages of the Independent Advisor Model, enhancing your overall experience by serving you through a fully integrated solutions platform, allowing us to provide independent advice and investment counsel in your best interest.


The foundation of independence was a strategic decision made by our leadership to provide an alternative to bureaucratic, vertically-integrated firms. As tenured financial advisors serving a variety of clients with complex goals and requirements, we increasingly became uncomfortable with the employee model and knew it was in our clients’ best interests to start our own firm. As such, we operate much more efficiently and put our clients’ interests at the forefront of all that we do. In addition, we have the means and ability to continuously update our firm’s cutting-edge technology in order to optimize the client experience and returns.


As an RIA, Entruity Wealth does not hold your assets. We have selected Charles Schwab to be our institutional custodian. Schwab is an industry leader that provides trading, custody and brokerage services to RIAs. In addition to their strong financial position, Schwab incorporates Securities Investor Protection Corporation (SIPC) insurance which is designed specifically for the protection of client assets, along with Federal Deposit Insurance Corporation (FDIC) insurance which is designed to protect bank deposits.

At Entruity Wealth, we offer a distinct perspective to clients who desire to secure and protect their legacy. As an RIA, we specialize in helping our clients build and preserve their wealth, and ultimately create a legacy for the next generation; all while delivering financial advice and solutions with a sense of urgency and organization. There are distinct advantages to our independence that enables Entruity to best serve you:

Access to a broader array of investment solutions tailored to your individual goals

Cutting-edge investment technology

Relationship focused with considered advice and illuminated investment choices

Strong, strategic alternatives to what is commonly available

Steady progress in all parts of the market cycle

Multi-generational planning and goal setting