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BUSINESS PROFILES | APRIL 25, 2022 | HARTFORD BUSINESS JOURNAL 5 T heir long experience as financial planners allowed Keith Wetjen and Peter Pabich to recognize that something different was happening. The effort to protect and pass on wealth to the next generation had become more complex and stressful than ever. In response, Wetjen and Pabich developed a new, more supportive approach to wealth planning and made it the springboard of their company, Entrust Wealth Partners. The firm offers a range of comprehensive wealth planning services designed to bring financial confidence, comfort and security to its clients. The services are guided by a holistic and family-centered approach that is grounded in the firm's motto: Life Well Balanced. "We understand that balance is unique for everyone, and that there is no single plan or path that can work for everyone, especially through disruptive and unstable times," Pabich says. "If you've worked with the big- name national wealth investment firms, you know it can feel impersonal. Our team is part of the community, and we operate differently." Indeed, the team at Entrust Wealth Partners acts as an extension of its clients' families. "We take the time to truly get to know our clients and all aspects of their lives – their families, their colleagues, and their hopes for the future – and craft a custom plan to help move them closer to their goals," Wetjen says. To ensure the plan is carried out appropriately, the firm serves as a catalyst for the broader group of professionals advising each client, including attorneys and accountants. "This saves our clients time, reduces stress and supports better outcomes," says Pabich, a certified financial planner. This comprehensive, proactive approach has helped Entrust Wealth Partners ensure its clients are making progress toward their goals despite the uncertainty of the last few years. "Key to navigating this uncertainty has been our disciplined, long-term approach to wealth planning," says Wetjen, a certified financial planner and licensed attorney. "We build strategic plans that not only align with our client's unique goals – in finances and in life – but that are specifically designed to weather changing tides." Wetjen and Pabich are also Certified Business Exit Consultants, positioning the firm to help business owners navigate the added complexities of the sale or transfer of a business. Founded in 2021, the firm is looking forward in the years ahead to bringing even more services to its clients to help them lead meaningful, well-balanced lives. "Growing, managing, and protecting wealth is challenging and involves a lot more than numbers – it involves hopes, dreams, and fears," Pabich says. "We seek to provide our clients and their heirs with peace of mind through a comprehensive, yet simplified model of generational wealth management." The focus on Life Well Balanced is not just for clients, though. It extends to the team at Entrust Wealth Partners. "We believe that, when we create a work environment that prioritizes teamwork and camaraderie, we can more successfully help our clients reach their goals," Wetjen says. The firm also aims to make an impact on the community. Staff members volunteer as individuals but they also look for ways to give back as a team. They have spent time volunteering at Connecticut Foodshare and participating in blood drives and CPR training through the Red Cross. "We deliver a life well balanced by supporting the wellbeing of others – to us, that includes our clients and the greater community," Wetjen says. An Innovative Wealth Management Approach for Today's Challenges Address: 433 S. Main St., Suite 213 West Hartford, CT Phone: (860) 838-3730 Fax: (860) 261-0854 Website: www.entrustwp.com Product or Service: Financial Planning, Estate Planning, Investment Planning, Impact Investing, Tax and Charitable Giving Strategies, and Business Exit and Succession Strategies. No. of Employees: 5 Head of Company: Keith Wetjen and Peter Pabich, partners Year Founded: 2021 Keith Wetjen (left) and Peter Pabich (right), founders of Entrust Wealth Partners.