Christopher Knox
I have been passionate about the idea of financial freedom for as long as I can remember. I truly understand the power that wealth has to transform the lifestyles and experiences of clients and their loved ones for generations to come. I believe it's critically important to recognize the significant role that intentional planning plays in making clients' visions a reality. Thus, I have focused my career on walking clients through this wealth management process, offering them a long-term path forward that is filled with potential and optimism.
Through targeted discussions, I work with clients to identify their "win," which clarifies their current position, their goals and priorities, and their aspirations for the future. From these inputs, I design a comprehensive plan that considers the many elements of their financial picture.
To do so, I draw from my strong knowledge base across asset classes and investment products to design strategic recommendations for traditional and alternative investment vehicles, wealth structuring, legacy planning, business services, banking and lending products. These approaches can be as simple or sophisticated as each individual scenario requires. Ultimately, my intent is to ensure these strategies are integrated and working in concert.
I am backed by the power of J.P. Morgan's thought leadership and serve as your gateway to the award-winning research1 and market perspectives of an industry leader. I am proud to partner alongside each client, acting as a steady hand in all phases of their wealth journey.