Our Story
Sharing Your Vision
At Entandem Wealth Advisors, we’re dedicated to working in sync with our clients to help achieve their financial aspirations. Our founders, Jeff Upchurch and Ann Senger, along with Partner – Scott Ward, blend a disciplined, analytical approach with relatable storytelling, making complex financial strategies clear and actionable. With a balance of knowledge and commitment, we’re here to help guide you confidently forward, striving to ensure that every aspect of your plan stays on course toward lasting success.
Our Mission
Working Together Towards Your Vision
Through a comprehensive wealth management approach, we develop tailored strategies focused on four core areas:
01.
Preparing and Preserving Wealth
We create strategies to preserve your assets from risk, striving to ensure a secure foundation for future growth.
02.
Disciplined Wealth Accumulation
Our investment strategies focus on growing wealth with a disciplined approach tailored to your goals.
03.
Generating Retirement Income
We help maximize retirement income through tax-effective asset distribution, preserving your wealth for years to come.
04.
Estate Planning Strategies
Our estate planning strategies help ensure a seamless, tax-efficient transfer of wealth to future generations.
Our Core Values
Driven By Our Relationship with You
At Entandem Wealth Advisors, our core values form the foundation of each client relationship, shaping every interaction and decision. These values guide us in serving your needs and building a lasting relationship with your family.
Community
We foster strong relationships within our community, allowing us to understand and support you.
Family
You are an extension of our family, so we build lasting, generational relationships focused on you.
Trust
We earn your trust through transparency and open communication.
Reliability
You can depend on us to provide consistent support and guidance, regardless of market conditions.
Confidence
We are dedicated to your long-term financial confidence through tailored plans designed to meet your needs.
Empowerment
We empower our clients by providing knowledge and resources, helping you make informed financial decisions with confidence and clarity.
Our Team
your partners in wealth and well-being
From your first conversation to every milestone along the way, we work in sync with you.
-
Jeffrey Upchurch, Founder | Managing Director
Founder | Managing Director
-
Ann Senger, CFP ®, Co-Founder | Managing Director, CFP®
Co-Founder | Managing Director
-
Scott Ward, CFP®, Partner | Managing Director, CFP®
Partner | Managing Director
-
Kimey Zegarra Preciado
Senior Client Service Associate
-
David Weiss, ChFC®
Private Wealth Advisor
-
Mandana Sedigh
Wealth Management Associate
About &Partners.
We are proud to partner with &Partners, a wealth management firm offering advanced technology, a flexible investment platform, and premium service.
