EntreFolio Wealth Management

EntreFolio Wealth Management is an Independent Financial Advisory Firm. We seek out investment strategies that align with client needs and values. Bolstered by the open architecture an Independent Financial Advisory Firm has access to, we evaluate investment offerings relative to individual client return profiles, risk parameters, tax implications, and time horizons. We are rule driven in our approach, adhering to the discipline conferred by regular re-balancing, asset class diversification and robust analytics. EntreFolio provides wealth management strategies and services to non-profit organizations, private business owners, entrepreneurs and families. Our firm is designed to promote client interests. Clients look to us to understand and integrate multiple priorities: family, business, community and legacy. Contact us via email [info@entrefolio.com] or phone [415-917-3202]