Retire from work – not life

Honored to be a Barron’s Award Recipient

I am very proud to be recognized as one Barron’s Top 1,200 Financial Advisors in 2019. This prestigious award is given to less than one half percent of all advisors in the industry, and I am pleased to be a part of this respected group—because it means I’m serving my clients well.

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.

Global Insight 2020 Outlook

We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade. Read the full analysis in our 2020 Outlook.

 

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