Wealth Management Nautilus

At Nautilus, we wholeheartedly believe in the power of individual choice. After all, it was that same power that founded our company! Unlike many other firms that emphasize investment products, we focus on investment services. We put investment planning and consulting first and foremost. Care for our clients in the same way we would want for ourselves.

Chris began his financial career as a financial analyst with International Business Machines in Raleigh, North Carolina, and Somers, New York. He was a financial advisor with Raymond James before founding Nautilus Wealth Management, LLC, in 2008. Chris applies an intergenerational and holistic vision to assisting families with the creation, preservation, and distribution of wealth.

No matter what your level of wealth, working with us can help you pursue your goals. Together, we'll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. By exploring each module in detail, we'll determine which ones require our immediate attention and which ones are more long-term in nature.

Accumulation planning addresses an individual's investment needs, asset allocation, and the suitability of different types of securities in light of your goals and risk tolerance. In today's world, there are common needs and desires people seek to accomplish.

To protect their ability to earn and accumulate wealth, many people choose to hold insurance, as well as maintain an emergency fund, to guard against depleting savings that are intended for other goals.Asset allocation is used to distribute your investable assets among a variety of investment categories.

Risk management is intended to minimize financial and other losses potentially associated with risks to your assets, business, or health. Some examples of risk are personal and professional liability, business ownership, property loss, and catastrophic illness or disability. Your first line of defense is to identify your sources of risk and then to either avoid or minimize the major exposures.