Chris Ward founded EntryPoint Wealth Management to provide advisory relationships built on Financial Life Planning to enable his clients to achieve more in their lives and financial aspirations. We take the time to help clients understand what is truly important to our clients to make the best financial decisions to empower them to achieve their successes. We attract High Networth Investors who ask us to untangle the complexity of their situation, reduce the stress of their financial lives, and create a plan to help them accomplish their long-term goals.
To help our clients, we engage in Investment Management, Charitable Planning, Tax Analysis, 1031 Exchanges, and Estate Planning to best serve our client's goals and objectives. Given that every client's situation is unique, we build a custom plan for every client we work with, outlining the techniques we will use to help them achieve their objectives.
Chris’ insights include:
Why having a system in place instead of being driven by emotions is important to make good decisions
The challenges of transitioning from working for a company to starting your own business
How setting your own schedule can allow you to spend more time with family
His thorough process to ensure he covers all aspects for a financial plan for each client
His goals for his business
Enjoy the show!
Connect with Chris:
Website: https://entrypointwm.com/
Connect with Gary:
Website: https://sbadvisors.cc/
Facebook: https://www.facebook.com/SmallBusinessAdvisors
LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr-388a051/
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