BUILDING FINANCIAL FUTURES ONE RELATIONSHIP AT A TIME
We work with you to create a plan designed around your life to achieve the dream retirement you've always imagined.
Let us do the work for you. We partner with Raymond James Asset Management so you can focus on your career or enjoying your retirement
ADVISORY / FIDUCIARY
We work solely in your best interest, with a duty of care and provide the highest level of competence.
NOTE: We have no proprietary products so there is no conflict of interest
INSURANCE / ANNUITIES
We can help you prepare for the what if's in life and prevent them from derailing you from your retirement goals
SAVING FOR RETIREMENT / COLLEGE
From high net worth clients to beginning savers, we have the experience to create a plan for you or your children
ESTATE & TRUST SERVICES
We partner directly with Raymond James Trust Services to not only manage family legacy but assist with your everyday financial needs
Is focused on you and your financial well being. Because we believe planning and advice should go beyond simple asset allocation. It's about your entire life and managing all the complexities that come along with it. We pull it all together with sophisticated advice and a detailed plan for the long term.
Owner, Entrust Wealth Management / Financial Advisor Raymond James Financial Services
Greg opened Entrust Wealth Management in 2016 after spending his entire career in the financial services industry with Edward Jones Investments. Greg enjoyed a tremendous amount of success and growth at his previous firm, winning several awards for leadership and client satisfaction.
Greg found an opportunity in the independent space so that he could better serve his clients, partnering with Raymond James Financial Services. Greg now has the research tools and support team that help his clients achieve all of their retirement and financial goals.
Greg also has a passion for serving the community. Greg is a active board member of the Tioga County Boys and Girls club and a active member of the Owego Kiwanis club, Vestal soccer and baseball. Helping the youth in the community and making it a better place to live.
Personally, Greg enjoys a wonderful home life. Greg is married to his wonderful wife Tracy and they have two beautiful and very busy children.
ENTRUST Wealth Management
35 Lake St Owego, NY 13827
For any general inquiries, please fill in the following contact form: