Imagine comprehensive financial security for your future
What does that mean to you? You want a wealth advisor who stays focused on your financial future.
It’s not all about retirement. You might want to save for life events, like a new home, your children’s education or a spouse going back to school.
With MSB Wealth, you get:
- Customized financial planning
- Investment advice and wealth management
- Income sheltering strategies through insurance
- Tax strategies for individuals and businesses
- Coordination of benefits
And you have access to experts on our team to create a comprehensive estate plan, which includes diverse services such as wills, insurance, tax planning and business succession.
We also hold the discretionary portfolio manager designation. This is the highest level of investment designation a financial advisor can achieve. With this designation, we’re empowered to make decisions on behalf of our clients. As a client you receive a portfolio tailored to your needs, built from the bottom-up, through individual stock selection. This creates a proactive portfolio that is proven to reduce risk and provide consistent returns over time.
We’re dedicated to understanding your priorities first and then applying our proven process to get you the best results.
Testimonial
We started seeing Chris as the result of a recommendation from good friends as we were approaching retirement. We had a portfolio that was heavily weighted in one investment and Chris took on the challenge of diversification while ensuring as we ventured into the beauty of retirement, when every day is Saturday, that we can live out our dream. He takes on the day-to-day decisions within a well-communicated plan that installs confidence and provides results.
We have utmost confidence in Chris, we have and will continue to recommend him to our friends.
- Mike, December 2025