Backed by a wide array of resources, and access to the best investment minds in the business, our sophisticated wealth management programs withstand market volatility and allow your savings to grow over time.
We listen to you and take a holistic picture of your goals. We determine where you are now and how we can get you to where you want to be.
We can provide tax smart strategies and investment products that will not only minimize your tax liabilities, but also add to your net worth.
Knowledge will help you make informed financial decisions. Understanding your options will give you confidence in the choices you make. We are here to simplify this process.
We deliver results by following a rigorous wealth management process that revolves around tried and true investment experience. Know that you are dealing with a team that drives a proven system. Your situation is unique and our process will ensure that every detail is gathered and reflected in your financial plan.
To ensure you receive the level of personalized service you want, we determine with you the amount of facetime and contact you require. We place great emphasis on relationships and getting to know our clients that goes beyond a questionnaire form or an initial meeting. We want to be your guide and work together to meet your goals while developing a lifelong relationship.
Chris is supported by the substantial resources of Raymond James. As one of North America’s largest independent wealth management firms, Raymond James has access to a vast assortment of investment products and services. We think this is a big deal, as most wealth management firms only promote their proprietary products. We source products that are best for you.
In addition to setting up on-going meetings at the frequency that’s right for you, we make sure that you are always informed. This includes providing customized performance reporting, online access to your accounts and being transparent about our costs.
Chris Mills is passionate about the business, cares for his clients and can communicate effectively and clearly. Bringing you exceptional service, a cost effective investment process and a clear financial plan. With the potential to continue in the business for another 30 years, his clients know their plan will be followed through and they won’t have to search for another advisor down the road.