Over the past 25 years, I have had the privilege of helping individuals and couples navigate major financial transitions. Life transitions - whether from and inheritance, a settlement, or retirement can bring both opportunity and uncertainty. Many people find themselves unprepared for the responsibility of managing sudden wealth. I provide thoughtful guidance, helping my clients protect and grow their money while making sure it lasts as long as they do and beyond. My approach is pragmatic and client focused - balancing risks and opportunities while keeping long-term security in mind. I'll take the time to truly understand each client's values and goals, then design a personalized plan to ensure their wealth lasts a lifetime.
Chris is the owner and President of JChristopher Advisors Inc, he also holds a Series 65 and the New York State Life, Accident and Health Insurance License.