Chris Hays is an Independent Investment Advisor who established his firm as a means of serving his clients on a deeper level. His goal is to truly understand every individual and family whom he serves. That understanding serves as the management model for every client's development.
With a background at both the wire house firms and larger banks, he believes they have service and investment options that are too heavily rooted legacy systems, regulation, and limited or inexperienced planning tools, all of which are NOT in the client's best interest.
With a background at both the wire house firms and larger banks, he believes they have service and investment options that are too heavily rooted legacy systems, regulation, and limited or inexperienced planning tools, all of which are NOT in the client's best interest.
Services
For clients at or near retirement with significant asset accumulation interested in a long-term relationship with a financial steward that will help structure their wealth so their vision can be achieved, whether that be one of a comfortable retirement or legacy planning. For high earners and families developing their vision whose considerations may be "can I retire comfortably?"
Genuine- We commit to being present with you during all phases or your life, our authentic selves. Honesty-There simply is no other way. We'll try to make the difficult smooth, but the question will be asked if it's in your best interest. We expect the same from our clients. Open Mindedness- We borrow our philosophy from Ray Dalio, Radical Open-Mindedness.
We seek to truly understand our clients at a deeper level which results in developing a clear, well thought out, challenged, and customized financial solution. We act as a financial steward for the entirety of our client's assets, including their most important assets of all, themselves, their families, friends and charitable interests.
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