We serve as the Family CFO for our clients, helping them achieve their most cherished dreams and promoting financial peace of mind in both calm and turbulent times. You have a solid income and starting to accumulate wealth. Each financial decision you make seems magnified because of its impact on your family and dependents. You've made it to the finish line, but the race doesn't stop here. It's time to put a sound retirement distribution plan in place to draw down the assets you've worked so hard to obtain.
Services
We work closely with our clients and come to know them well. Our goal is to learn what's important in your life, so we can make sure we craft the financial plans to help transform your dreams into reality. Chris is the co-founder and a Wealth Advisor of EnRich. He is a Certified Financial Planner (CFP(R)) professional.
It takes years of study and experience to understand the investment choices available in today's market. After conducting your initial evaluation, we perform an extensive review of your supporting documentation and current holdings. At that point, we know where you are and can begin crafting a map to help you get to where you would like to go.
We are best suited to work with individuals and families with current investable assets greater than $250,000 or the ability to pay an annual retainer fee of at least $2,500. Executives and corporate professionals with complex needs with respect to restricted stock unit and stock option planning, employee benefits review, risk management, tax planning and reduction strategies, portfolio management and diversification strategies.
In order to best serve our clients, we have developed three distinct service options to serve the individuals, families, and businesses that partner with us. Appropriate for someone who needs financial planning services and has accumulated an appropriate amount of investable assets; they view us as their Family CFO.
When you're a kid, there are certain birthdays you can't help but look forward to, but as adults, there are some ages that are particularly important. As you celebrate Labor Day and the start of Fall, keep your own work-life balance in check with these tips. Having a tax-focused understanding of your investments is an important component of preserving wealth.
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