Chris Wheaton

Background

About Chris Wheaton

My 30+ year career has focused primarily on serving as an investment advisor to individuals, multigenerational families, endowments, and foundations. I work closely with individuals and families to deliver independent wealth planning advice to help them achieve and retain financial independence while meeting their other financial goals including education funding, income tax planning, charitable giving, interfamily wealth transfers, and asset protection (insurance) needs analyses. Most of our clients are referred to us after a life event, such as the sale of their business, sale of their company stock, retirement, divorce or inheritance. For my endowment and foundation clients, we work closely with investment committees in the role similar to a Chief Investment Officer. In that role, we help to set the organization’s investment objectives, determine an appropriate asset allocation, select and monitor investment managers and funds, and provide customized investment reports. Our clients include educational institutions, community foundations, animal rescue organizations, and other community service organizations. In my spare time, I enjoy cycling and have been a regular participant and fundraiser for the Best Buddies Hearst Castle charity ride benefiting adults with intellectual disabilities. Named as a 2020 Forbes Best-in-State Wealth Advisor**The 2020 ranking of the Forbes’ Best-in-State Wealth Advisors list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm. Neither Forbes nor SHOOK receive a fee in exchange for rankings.