Who We Help

For over 25 years, Enzo Wealth has worked with hundreds of clients to clarify their goals, provide insights on how best to achieve them, and partner with our clients as the stewards of their financial dreams.

Although we help a number of different types of clients, we specialize in working with people in key life transitions. Here are three stories to help you better understand the kinds of people we help and the impact we’ve had on their lives…

• Retiring Engineers: They met in college 40 years ago and are on the quickly approaching retirement. They’ve been ardent savers and want to outlast their retirement portfolios—ultimately helping their kids and grandkids along with their community. 
• Socially Responsible Investors: Although her parents were pleased with the balanced approach we designed for them, Carrie wanted to align her personal beliefs with her investment portfolio
• Small Business Owners: Janice invested her time and sweat equity into the family farm—and now she’s ready to bring on a partner. She needed financial and personal guidance in the transition…

Contact us and let our team know how we can help you or those you care about.