The ChampouxIves Wealth Management team is a full-service wealth advisory partnership that has served the
needs of retail and institutional clients for a combined total of 49
We help a select group of clients find customized
solutions to build, preserve and transition wealth through multiple
generations, with a unique focus on providing tax-efficient and
sustainable cash flow/income during their lifetime.
We accomplish this by offering comprehensive wealth planning services including investment management, retirement and estate planning, wealth
transition planning and succession planning. We strive to be our
clients' personal CFO, in effect acting as a "quarterback" for what is typically a team of financial professionals.
want to help our clients understand that building and managing wealth
is about reducing stress in one's life, rather than creating it. We
will design and manage a financial plan that will help our clients
achieve their investment and lifestyle objectives without undue risk,
allowing them to sleep soundly at night.