Chris Stiver, ChFC, CLU
Five Star Wealth Manager
I am honored to have been named a Five Star Wealth Manager. Importantly, the Five Star award considers not only my book of assets under management but my client satisfaction and retention track record.
I am passionate about winning and building portfolios that deliver consistent returns for my clients' financial well-being. Still, the best part of my job is the deep relationships I have built with each of my clients, without which the foundation of my practice would not have been possible across the last half decade.
I am supported by a committed team of strategic business alliances from MBA, JD, CPA, to insurance specialists to provide our clients with an integrated and comprehensive approach from financial and estate planning to insurance and tax optimization strategies.
I would be honored to be your wealth advisor of choice and look forward to earning your trust through my results-focused investment and planning strategies. Protecting and growing your financial assets to ensure your financial well-being is not only my passion, it is my life's work. You can count on me to be there for you, your family and your business.
* Award based on 10 objective criteria associated with providing quality services to clients including: credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012- 2016 Five Star Wealth Managers