Christopher Sinclair

Background

About Christopher Sinclair

Since starting my career my focus has been providing the highest level of personalized service to my clients and their families. I strive to listen and understand the unique priorities and needs of my clients to create a customized strategy to help meet their wealth management goals. I have the privilege to work closely with successful entrepreneurs, corporate executives and affluent families, many in the technology and life science fields. I offer both the intimacy and personalized attention of a boutique alongside the global resources of one of the world's largest financial services firms. There is a premium placed on providing attentive and tailored client service combined with sound financial advice and investment management with a heavy emphasis on the importance of long-term planning. I'm gratified that by doing what I love, I've been able to help my clients move toward a more confident future. I'm grateful to the families who have entrusted me with their dreams and aspirations and honor that trust with hard work, dedication and integrity. In my spare time I enjoy traveling, skiing and spending time with my family. I invite prospects to contact me about their distinctive wealth management needs: • Wealth Management • Retirement Planning • Trust and Estate planning Services through Bank of America Private Bank • Corporate Retirement Plans • Strategic and Tactical Asset Allocation* • Financial Counseling * Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.** The College for Financial Planning Institutes Corp. owns the service marks Chartered Retirement Planning CounselorSM, CRPC®, and the CRPC® logo, and the certification marks Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ Trust, fiduciary, and investment management services[, including assets managed by the Specialty Asset Management Team,] are provided by Bank of America, N.A, Member FDIC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents. Bank of America Private Bank is a division of Bank of America, N.A.