By LIDDIE MARTINEZ
President, Los Alamos Region
Enterprise Bank & Trust, Member FDIC
As I have shared with Los Alamos Daily Post readers in the past, Enterprise Bank & Trust has partnered with Fidelity Investments to provide its services to all of our Wealth Management clients.
I am pleased to share the many ways this partnership can assist you in better managing your finances.
Our wealth management team conducts research and testing to construct diversified portfolios to meet our clients’ specific needs. Clients have the convenience of having their banking and wealth services all in the same place. Our wealth advisors live and work in the Los Alamos and Santa Fe area to provide you with personalized service from a regional perspective.
Along with investment management, comprehensive financial planning is available to help you set a road map so you can achieve all of your financial goals. Estate planning services are also offered to make sure your family and assets are protected through wills, trusts, advanced healthcare directives and power of attorney.
Our retirement planning services go beyond financial security planning. The wealth management team can analyze all of your retirement accounts, 401K, pensions, IRAs and Roth IRAs, to ensure you are maximizing your retirement dollars.
The wealth management team will be hosting a virtual ‘Lunch n’ Learn’ seminar covering more specifics on how to take advantage of our services 12-1 p.m. Aug. 17. You can get more details and sign up for the seminar by visiting our registration page for the event.
If you work for Los Alamos National Laboratory and have your 401K set up with Fidelity, we could enhance your current service experience. Register for this event today to find out what we can do for you.
For additional information, please reach out to Jessica Apodaca at 505.954.7158 to set up an appointment with one of our wealth advisors or trust officers. I hope you take advantage of all of the new financial tools available to you and enjoy the benefits of this great partnership.