Chris Ward (CFP®)
Chris Ward focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- Business Owners
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Hourly
- Investment Advice with Ongoing Management
- Alternative or Private Investments
- Business Owners
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Hourly
- Investment Advice with Ongoing Management
Planning Specialties
- Creating Financial Plans to achieve personal goals - Modeling Retirement Income Strategies - Income Tax Analysis to identify areas to improve outcomes - Developing Investment Strategies to achieve goals using Stocks, Bonds, and Alternatives - Consult on many other topics including Social Security, Medicare, Real Estate Investing (1031 Exchanges), Business Owner Exit StrategiesAdditional Information
I am passionate about giving my clients the tools and resources to achieve the best retirement possible. I grew up working in a family tax office and started as a Financial Advisor in 2005. After working at Fidelity and Charles Schwab, I launched EntryPoint Wealth Management to help HNW Families find the best strategies to transition to a retirement lifestyle successfully. I help clients solve complex financial questions surrounding Retirement, Cash Flow, Income Tax Outcomes, Investment Management, Social Security, Medicare, and many other topics.NAPFA Start Date
March 15, 2021
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