Chris Ward (CFP®)

Chris Ward focuses in the
following client markets or areas of practice:

Business Owners

Charitable Giving

Estate & Generational Planning Issues

High Net Worth Client Needs

Real Estate Investments

Retirement Plan Investment Advice

Planning Specialties

- Empowering Clients to Achieve more in their Life and Financial matters - Establishing and Implementing Solutions to achieve your Custom Goals - Creating a path for you to achieve your best Retirement(Accumulation Phase) - Recreating a paycheck delivered monthly to meet your Income Needs in Retirement - Finding creative ways to improve your Tax Situation

Additional Information

Hello, I’m Chris! I grew up in the tax business and started my financial advisor career in 2005. At EntryPoint, we believe that by creating an in-depth financial planning relationship and by providing investment council, we can provide you with peace of mind and help you achieve more. We provide custom in-house asset management services maximizing risk/rewards metrics and your tax situation. I would welcome the opportunity to learn how I can help you!