Protect and Grow Your Wealth

Wealth isn’t easy to build. Keeping it safe — and aligning it with your purpose — requires more than “set it and forget it” advice.

You’ve worked hard to accumulate your wealth. The last thing you want is to see it eroded by inflation, markets, taxes, or poor planning. That’s where I come in.

My Role as Your Advisor:

• Defend your capital in uncertain times

• Grow your wealth with discipline and insight

• Align your money with your family, legacy, and values

I am not a “set it and forget it” advisor. At the end of 2021, I proactively repositioned client portfolios defensively — a move that helped many sidestep the steep losses of 2022, one of the worst years in history for the traditional 60/40 portfolio. While most advisors rode out the storm, my clients enjoyed peace through it.

Meet Chris

I’m Chris, an independent financial planner trusted by professionals, families, and retirees with $1M+ to invest. I see my role not just as an advisor, but as a steward and treasurer—helping families protect, grow, and align their wealth with their values. My proactive approach helps clients:

• Mitigate market downturns

• Capture long-term gains

• Simplify complex financial decisions — such as tax and legacy planning

• Gain exposure to blockchain with a trusted and experienced advisor

• Maximize the impact of your charitable giving

• Navigate a dramatic and quickly changing financial landscape

Real Client Experiences

Every investor is different. That’s why I’ve shared a few stories to help you see what’s possible.

The case studies mentioned are based on actual scenarios but names and identifying details have been changed to protect the privacy of the individuals. These case studies are provided for illustrative purposes only, to provide examples of my process and methodology. The results portrayed are not representative of all my clients' experiences.

• Aaron — Safety First
  Retired and wanted protection above all else. Embracing timely advice Mike's portfolio was protected in the 2022 downturn while still beating inflation.
  [Read Aaron's story →]

• John & Sarah — Balanced Growth
  A retired couple seeking steady growth without sleepless nights. Their diversified portfolio has remained quite stable and compounded steadily.
  [Read their story →]

• David — Growth-Oriented
  Comfortable taking risk, David embraced higher-growth strategies to maximize long term gains.
  [Read David's story →]

What Are People Saying:

"Chris is one in one hundred million. He has a brilliant mind and is helping people generate real wealth." — Ed Rush, Author of God Talks

"Chris prevented my life savings from dropping by a quarter in value. I’m truly at peace entrusting my retirement savings to his oversight." — Melody G.

"Our whole family — three generations — trust Chris. We’ve suffered less losses and captured greater gains." — Rick B.

👉 Ready to protect and grow your wealth?
[Book a no-obligation conversation today]

Preserve, Grow, and Simplify Your Wealth

Who I Work Best With:
✔️ Affluent investors (>$1 million investment) who value independent thinking
✔️ Professionals and families ready to delegate wealth management with confidence
✔️ Investors curious about blockchain but seeking a safe on-ramp
✔️ Families wanting to minimize taxes and build a lasting legacy through charitable strategies

What Clients Say:

⭐ 96% satisfied or better — because they receive proactive, personal service

⭐ 87% have a clear plan — replacing uncertainty with direction

⭐ 89% are satisfied with long-term returns — showing that discipline pays off

When you delegate to the right advisor, you don’t just gain a strategy — you gain back your time, peace of mind, and confidence about the future.

Ready to protect and grow your wealth? Let's start with a no-obligation conversation