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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Are you like most business owners and want to exit within 10 years but don’t have a transition plan? Let me know how I can help with business transitions and more.
For families balancing wealth, legacy and philanthropy, a donor-advised fund (DAF) can act as both a planning strategy and a vehicle for values-driven giving. Have you considered how a DAF could fit into your family's philanthropic vision? I can help. Contact me today.
If your parents are 73 or older, have they taken their RMDs? The deadline is quickly approaching. Schedule a meeting so we can explore their options.