Awards and Industry Recognition

Financial Planning

Top 40 Under 40
2024

Barron's

Top 1,200 Financial Advisors
2025 • 2024

Forbes

Top Wealth Advisors Best-In-State
2025 • 2024
Top Next-Gen Wealth Advisors Best-In-State
2024
About Chris Wimpfheimer

Meet Our Team

Insights

Family Legacy

Financial considerations for multigenerational households

May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
Wealth Planning

The art of making your estate plan matter: Using your superpower as a “wise giver”

May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
Outlook

What April’s solid jobs report means for the stock market and interest rates

May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
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