Entandem Wealth Advisors

We are excited to share some wonderful news with you—our team is growing! We understand that some clients have expressed concerns about our team’s size, and we’re thrilled to announce that we have doubled in size, bringing on several seasoned professionals to better serve the needs of clients. Among our new team members is Scott Ward, CFP?, who is joining us as a Partner – Managing Director. Scott is a highly experienced financial advisor, financial planner, and investments professional, who we have worked closely with for the last fifteen years. The addition of Scott and his team, further strengthens our commitment to delivering exceptional financial guidance. With this expansion, we are enhancing our ability to provide personalized service, in-depth financial planning, and the attention you deserve. This growth reflects our dedication to ensuring your financial future remains in trusted hands. Whether you have been with us for years or are new to our practice, you can be confident that our expanded team is ready to offer the same level of care, insight, and strategic planning that you have come to expect from us. Our team coupled with the resources of &Partners and Fidelity, have us positioned to partner with you on all of your financial needs. If you have any questions or would like to meet our new team members, we would love to hear from you. Feel free to reach out to schedule a conversation or visit our office. Thank you for your continued trust in us. We look forward to serving you with even greater strength and experience. Visit www.entandemwealth.com to learn more. -- Securities and investment advisory services offered through &Partners, LLC, a broker-dealer and investment adviser registered with the U.S. Securities and Exchange Commission and member FINRA, SIPC. Please review our social media guidelines here: https://lnkd.in/dymrMdkd

These rules of money are as old as time, but sticking to them can be a challenge. What money rules guide your family?

Here's a quick example. Suppose you experience a year with a higher-than-usual income, such as selling a business or receiving a significant bonus. Establishing a donor-advised fund can allow you to make a large charitable contribution that year, working towards securing an immediate tax deduction. You can then distribute the funds to your chosen charities over time.

Today, we celebrate the strength, resilience, and achievements of women everywhere. ?? International Women’s Day is a reminder to empower and uplift one another, break barriers, and continue creating opportunities for future generations. Here's to the incredible contributions women make to our families, workplaces, and communities—today and every day.

As markets drop on the back of new tariffs, our investment team recommends keeping a steady hand and consider addressing the prevailing risks without overreacting by trimming underweights to international equities and extending duration in US fixed income investments. In this update they discuss What has happened that is negatively impacting capital market prices and Why recent events are important to investors. They also present the &Partners Investment Team View, and advise What To Do in response to current market conditions.

Often doing a relatively small positive thing over and over and over again can produce the most amazing results. True in business. True in life. Here’s an inspiring example: ?? https://heyor.ca/WqFzMd Please note that we are not responsible for the information contained on the listed website. The site is provided for informational purposes only.

Tax planning isn’t just about meeting deadlines—it’s about strategy. From working towards optimizing deductions to aligning contributions with your financial goals, effective tax planning strategies can help see that every dollar has a purpose. Are you making the most of your opportunities this tax season?

Emotions can be unpredictable, but your financial plan is designed with purpose and strategy. Reacting to short-term feelings can lead to impulsive decisions, while following a steady plan can help keep you aligned with your long-term vision.

Just like no two people share the exact same life story, no two financial journeys are identical. Personal finance is about more than numbers—it’s about aligning your money with what truly matters to you, whether that’s building a legacy, supporting your family, or pursuing your passions. Take a moment to reflect: Does your financial approach reflect your values and goals?

For executives, dividends can be more than a source of income—they’re a strategic part of wealth management. Whether you’re reinvesting dividends for growth, using them as a passive income stream, or incorporating them into your legacy plan, the key is knowing how to help maximize their potential.