Christopher K. Winn

Chris has been providing holistic wealth management advice to his busy clients for more than 15 years. He operates on simple philosophy: help people achieve more out of life. Professionally, that means giving his clients more time to focus on the things they love and helping them achieve their goals faster through his holistic wealth management services.

Mr. Winn has been quoted in TheStreet.com’s sister magazine MainStreet, a featured Fee-only financial advisor in Kiplinger’s “Jumpstart Your Retirement” and given numerous presentations to a wide range of groups from the Oregon Trial Lawyers Association to Intel.

Chris enjoys golfing, wood working, cooking and chasing his Great Dane around the neighborhood.

Professional Associations

> Estate Planning Council of Portland
> National Association of Personal Financial Advisors (NAPFA)
> World Future Society

Author's articles

Your Go-To Guide to Saving Money

Are you looking for advice on how to start saving money? Explore our step-by-step guide on how to save money so you can achieve your savings goals from Interactive Wealth Advisors

Author
Christopher K. Winn
Jul, 01 2022 · General
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Scaling to Profitability – How To Run A Successful Company

We have prepared this guide to help entrepreneurs and small business owners grow their operations into successful companies through sound planning and reliable financial growth. It’s been broken into four chapters to outline the steps necessary in developing your operations into a thriving company. First, we’ll look at the attitudes and personal traits required for business people to overcome…

Author
Christopher K. Winn
Jul, 01 2022 · General
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What is a good amount to retire with?

How much money will you need for a financially comfortable retirement? Read our blog to learn what you need to have saved to retire at 40 to 75 with detailed calculations

Author
Christopher K. Winn
Jun, 19 2022 · Retirement Planning
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7 Essential Steps to Take to Prepare for Your Future Retirement

Retirement is something many of us think about and look forward to, but to have a comfortable retirement it is important to plan ahead. Read our blog to discover 7 retirement planning steps!

Author
Christopher K. Winn
Jun, 19 2022 · Retirement Planning
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How much should I have saved for retirement by age 60?

How much does the average 60-year-old need to save for a comfortable retirement? Read our blog to learn how to save more money as you approach retirement

Author
Christopher K. Winn
May, 20 2022 · Retirement Planning
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7 retirement strategies for small business owners

Retiring as a small business owner in the US requires both an exit strategy and a reliable retirement plan for you, your family and your staff. Read our blog to discover the top 7 strategies and retirement plans

Author
Christopher K. Winn
May, 05 2022 · Financial Planning
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Financial planning for technology professionals: Why is it important?

The IT & Tech industry is growing rapidly, with more tech professionals thinking about financial planning and wealth management for the future. In this article, we cover why professional financial planning is important for technical professionals and how to do it right

Author
Christopher K. Winn
May, 05 2022 · Financial Planning
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How to make the most of life’s most important $$ lessons

What’s the first big lesson you learned about money? How did you learn it? Many of us start learning about finance as kids. We watch those around us, and we learn by trial and error. That can teach us some important basics about finance. And it can open the door to learning some of life’s…

Author
Christopher K. Winn
Feb, 25 2022 · General
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How to improve your mind game with resolutions & goals

How much of a struggle is it for you to keep your resolutions? When was the last time you actually kept one? For most folks, it’s a real challenge. And even if you’re pretty good with resolutions, no one’s batting a thousand here. We’ve all got room to improve. How do we do it? We…

Author
Christopher K. Winn
Jan, 21 2022 · blog
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Test your financial smarts. Will you do better than most?

How financially literate are you? How much do you really know about interest rates and inflation? What about financial risk? Only about 1 in 3 folks can score 80% on a simple financial literacy quiz. And only 7% answer every question right. So, how will you measure up? Can you beat 93% of your fellow…

Author
Christopher K. Winn
Nov, 24 2021 · General
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