#USA #La Jolla #Wealth Advisory #AlphaCore #enTrust

AlphaCore Wealth Advisory Expands with enTrust Wealth Advisors Merger

In a significant move to bolster its presence in Southern California, AlphaCore Wealth Advisory has announced its partnership with enTrust Wealth Advisors. This collaboration aims to enhance AlphaCore’s capabilities in serving high-net-worth families and individuals while adding invaluable talent and resources to their portfolio.

Partnership Highlights

Founded in 2018 by financial experts Michael Crawford and Daniel Conners, enTrust Wealth Advisors is known for its customized approach to wealth management. With over $420 million in assets under advisement as of December 31, 2024, enTrust focuses on simplifying financial complexities for its clients—helping them meet their long-term financial objectives through bespoke advisory services.

Under the new partnership, Crawford and Conners will take on roles as Principals and Senior Wealth Advisors at AlphaCore, bringing along their talented San Diego-based team members: Tara Dekel, Gillian Vapnek, and Brennan Cobb. The leadership transition aims to enhance AlphaCore’s wealth management offerings while ensuring a smooth integration of the two companies’ cultures.

As noted by Dick Pfister, CEO and Founder of AlphaCore, “Cultural alignment is paramount for every partnership as it is essential to long-term success.” This merger is not just about expanding client reach; it’s about merging philosophies and approaches to client service.

Shared Commitment to Growth

The partnership signifies a concerted effort to provide exceptional client service, a goal echoed by enTrust Co-Founder Daniel Conners. “By joining forces, we will dramatically expand our reach and enhance service offerings while staying committed to the principles of client-first service,” he explained.

Michael Crawford reiterated the sentiment, emphasizing that this alliance would cultivate an environment ripe for growth and innovation. Their shared dedication to client satisfaction and personalized service will set the stage for a successful collaboration.

This announcement comes on the heels of AlphaCore's previous merger with All Season Financial Advisors in Denver, CO, illustrating its ongoing strategy of strategic geographic expansion. Such alliances aim to fortify AlphaCore’s ability to integrate top-tier talent and expertise in core locations, promoting continued growth and a boutique service approach.

Looking Ahead

The merger is set to close in the first quarter of 2025, pending customary closing conditions. The financial specifics remain undisclosed, but the focus remains on enhancing service delivery and innovation for clients. AlphaCore, with its national presence, is dedicated to building and preserving client wealth by offering sophisticated wealth planning and management.

About AlphaCore Wealth Advisory

AlphaCore stands out as a wealth advisory firm that combines advanced planning methods with investment management tailored for today’s unique market challenges. The firm supports its advisors with dedicated research, customizable models, client performance reporting tools, financial planning solutions, and robust operational resources. This comprehensive support equips advisors to focus on delivering tailored services that prioritize client needs.

For more information about AlphaCore and its services, visit www.alphacore.com. The firm’s commitment to growth, client service, and financial innovation sets it apart in the competitive landscape of wealth management.