Get to know Christopher M. Wright
Mission: is to advise our clients to make the best decisions regarding their need to accumulate, protect and transfer their wealth. We work hard to understand each client's desires and concerns while being committed to providing on-going service that consistently exceeds their expectations.
Service Committment: Deliver value to clients through an on-going, intimate relationship that provides proactive advice and expertise to pursue their lifestyle goals. Our clients can have peace of mind knowing that their financial affairs are organized, monitored and implemented according to their needs and desires.
Chris specializes in comprehensive financial planning and investment management. We work with families and businesses to assist them in accomplishing their financial goals.Fee-Based Active Investment Management Employer sponsored retirement plans (401k, Simple IRA, Sep IRA,etc) Estate protection programs Portfolio Allocation Strategies College Funds Tax-efficent strategies