We design tailored wealth strategies that integrate investments, tax efficiency, estate planning, and business succession....
Chris has developed expertise in serving entrepreneurs, lawyers, and medical professionals, helping them navigate the unique challenges of managing personal and corporate wealth. His approach is disciplined, structured, and guided by a simple philosophy: focus on what can be controlled, plan for the long term, and protect what has been built.
For high-net-worth families and professionals, wealth often feels fragmented - spread across accounts, corporations, and generations. Chris brings these moving parts together in a clear, coordinated plan. Whether balancing growth and risk, preparing for retirement, optimizing corporate structures, or creating a legacy that reflects personal values, he ensures every decision fits within the bigger picture.
Chris also believes that wealth management isn't just about strategies and markets - it's about relationships. An advisor should always be accessible, with consistent communication as the foundation of trust. His practice adapts to each client: straightforward and efficient for simpler situations, but increasingly sophisticated as complexity and wealth grow.
