Welcome to Chris Hays Wealth Management

Welcome to Chris Hays Wealth Management
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February 2, 2020
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1 Comment
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As I’ve evolved in my career in wealth management and life, I’ve begun to reflect on my deeper priorities and how I can best serve myself, my family and friends, community, and my clients. This process is certainly ongoing and will remain so for as long as I live. I’ve worked at the larger advisory firms and for a couple of large banks and I’ve come away realizing there is a better way to work and engage with clients. I started my own firm to bring that vision to fruition. It’s a vision of working with clients who bring a natural curiosity to life, the creators, the professors, the professional, the risk taker, and the mindful. My vision is to help them bring their vision to life, an Asset for Your Assets if you will. Just as I’m ever evolving, so are their lives, which ultimately impacts their financial lives. Our invisible hand is always there to provide guidance when consulted.

Our goal is your goal, our vision your vision. How does one accomplish such a feat? By obtaining a deeper understanding of what’s important to my clients. It’s prioritizing the things that are important to them and making sure I have a deeper understanding of their financial and personal vision. For example, if philanthropy is important to clients, I work to understand the issues important to them and conduct my due diligence and continually educate myself on solutions that can best help their vision become a reality. In other words, you are going to get the tax advantage of your philanthropic generosity no matter what firm or advisor you work with, but I believe that clients should be given the opportunity to appreciate the value of someone who truly understands them and goes to great lengths to add that value to the relationship. I do that.

My hope is to be a part of your vision and make it a financial reality. An Asset for All of your Assets if you will


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