As an Investment Advisor, specializing in strategic wealth planning, Chris and his team have been providing comprehensive advice and solutions to individuals, business owners and their families since 1998. We are committed to providing exceptional service to each of my clients using tailored strategies. We structure Personal & Corporate Wealth Strategies to help achieve the client’s highest goals - which include capital protection, asset growth and tax efficient structuring.
The cornerstone of our business is building one-on-one relationships with each client, based on trust, communication and a detailed understanding of their needs. By working in partnership with a team of experts, Chris addresses the full scope of strategic wealth management, including investment advice, insurance solutions, estate planning and trust services and charitable giving strategies.
Our strategies make sure that you consider the long-term and evolutionary nature of the wealth management process. It clearly and concisely identifies the constraints and opportunities of your current financial situation, while also focusing on your goals and objectives. As a result, your wealth management strategy reflects both your short-term needs as well as your long-term goals. Creating, implementing, maintaining and adjusting the strategy is my key responsibilities.
Please contact me today to see if you and your family could benefit from my unique approach to wealth management,