Retire from work – not life


Chip was named to the Barron’s Top 1,200 Financial Advisors in 2018

Times may change. Commitments don't.

Chip helps create financial security and peace of mind for individuals and their families. He accomplishes this by integrating their personal values into their wealth planning and providing his clients with a high level of service that meets and often exceeds their expectations. Investors benefit from his customized approach to managing their wealth because it helps address their current financial needs and achieve their long-term goals.


Creating a lasting legacy

It’s commonly observed in the financial services industry that family wealth rarely lasts across multiple generations—and a new report by RBC Wealth Management may point to some key causes. Watch the video below and download our 2017 Wealth Transfer Report: Lasting Legacy to learn more.

Pressure System

Investor angst has been fed by risks reaching critical mass, and we look at how to bolster portfolios in the current environment. Read the full economic outlook in the latest edition of Global Insight.

 
If your current life or financial situation has changed, or if you simply have a financial question, feel free to contact me.