Entelevest, LLC

Justin Rams is a CFP® with eight years of industry experience, currently serving as a financial advisor at Entelevest, LLC since 2022. His prior roles include positions at Equitable Advisors, Axa Advisors, and Merrill Lynch. Entelevest works with individual clients, including high-net-worth households, as well as plan sponsors and fiduciaries of employer retirement plans, offering discretionary wealth management, comprehensive financial planning, and retirement plan consulting. The firm employs a mix of quantitative and fundamental methods for tailored portfolio management and utilizes the Pontera platform to manage held-away retirement accounts.

Brandon Diaz is a CFP® and holds a Series 66 license, with four years of industry experience. He has worked at Entelevest, LLC since 2022 and previously held roles at Equitable and Equitable Advisors. Outside of financial advising, he has experience with DBB Collectables. Entelevest works with individual clients, including high-net-worth households, and serves plan sponsors and fiduciaries of employer retirement plans. The firm provides discretionary wealth management, comprehensive financial planning, and retirement plan consulting, using firm-developed model portfolios and a combination of quantitative and fundamental investment methods.

Juan Hanuszkiewicz is a CFP® and ChFC® with 16 years of industry experience. He is currently with Entelevest, LLC, where he has worked since 2021, following prior roles at Equitable Advisors and Axa Advisors. Entelevest serves individual clients, including high-net-worth households, as well as plan sponsors and fiduciaries of employer retirement plans. The firm provides discretionary wealth management and comprehensive financial planning, using firm-developed model portfolios and a combination of quantitative and fundamental investment methods.