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

Retirement

How to prepare to enroll in Medicare

November 3, 2025As you near 65, you may be starting to plan to enroll in Medicare. Here’s a guide along with some tips for navigating the process.Read Now
Investing

Preserving your wealth

November 3, 2025Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read Now
Markets and Economy

How policy, politics and profits are shaping market momentum

October 31, 2025Cautious central banks, shifting global dynamics and strong earnings reports influence investor sentiment.Read Now
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