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Our Philosophy

How ENTELEVEST came to be...

ENTELEVEST was born from the unification of “ENTELECHY” and “INVESTMENT.”

ENTELECHY is the concept intimately connected with Aristotle's distinction between matter and form, or the potential and the actual and defined as, that which realizes or makes actual what is otherwise merely potential.

INVESTMENT is defined by the Cambridge Dictionary as the act of putting money, effort, and time into something to make a profit or get an advantage, or the money, effort, time, etc. used to accomplish this.

When you marry these two powerful concepts, you arrive at ENTELEVEST!

Our mission is to collaborate with our clients to realize their financial potential to enjoy their desired lives. Potential is everywhere, but realization of that potential is rare. We focus on building a foundational relationship with our clients and learning what matters to them. Only in truly understanding a person, their goals, aspirations, fears, desires, and hopes, can we effectively and efficiently design their bespoke plan and engage them in financial behavioral change to realize that potential.

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