Helping you grow more than wealth
You have unique goals, reaching them is a joint effort.
Chris focuses on developing personalized strategic solutions to address the complex needs of high-net-worth individuals, families and business clients. Portfolio performance and client satisfaction are his primary business objectives. Client focus is on private portfolio management, fixed income, estate planning services, business financial services, as well as wealth preservation and legacy transfer services.
You and your family deserve an overall wealth management plan that is designed to effectively address your specific financial needs in order to help achieve your life goals.
Social Media
View my social profiles on
Happy holidays! Take the time to enjoy your favorite traditions with your favorite people.
Happy Thanksgiving! May it be a day full of gratitude and love.
Did you know it’s important to brush up on your cybersecurity this holiday season? With more money spent during the yuletide than ever before, it’s important to stay vigilant. Chat with me for resources and tips.