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Our Services

Chris offers a wide range of financial planning and investment management services to help his clients achieve their financial goals. These services are tailored to meet the needs of each individual client and are designed to be flexible and adaptable as clients' circumstances change over time.

What We help With

Advisory Accounts: Chris offers investment advisory services for his clients who wish for their assets to be actively managed. This service includes working with elite private money managers who we align with to best fit his client's needs based on their risk tolerance and time horizon.

Brokerage Accounts: Chris also offers commission-based accounts for his clients who wish to have their assets passively managed. These accounts are typically used by smaller accounts and may include stocks, bonds, mutual funds, ETFs, and other types of investments.

Life Insurance: Chris can help his clients to evaluate their life insurance needs and choose a policy that meets their financial goals and provides peace of mind for their loved ones.

Long-Term Care: Chris can help his clients to plan for their long-term care needs, including choosing a long-term care insurance policy that meets their budget and coverage needs.

Referrals to Professionals: Chris has a network of trusted professionals who can provide specialized services, including estate planning, health insurance, and tax services. He is happy to make referrals to these professionals as needed to help his clients get the support they need.

Take control of your financial future by scheduling a consultation with Chris Galli.

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