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.
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Did you know financial advice and data can help business owners thrive? Running a business involves many moving parts and it is impossible to be an expert at all of them. Reach out to see how I can help.
What legacy do you want to leave? Our firm research found, across generations, leaving a legacy that passes on financial security, values and family harmony are the top priorities for wealthy individuals. Let’s talk about how I can help you plan for your legacy.
During the holiday season, remember to plan and spend wisely. Reach out to me for strategies on holiday budgeting or having crucial conversations about family finances.