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