Chris Knappstein has spent more than 20 years advising individuals and institutions in all areas of wealth and asset management. As a Senior Wealth Advisor, Chris focuses his practice on providing a comprehensive wealth management plan to his clients, which include business owners, high-net-worth individuals, corporate executives and non-profit organizations.
It’s important to Chris to provide his clients with a comprehensive full balance sheet approach to financial planning and often works directly with his clients’ attorneys, accountants and other advisors to make sure that happens.
Chris provides the following solutions:
- Investment management
- Comprehensive estate, tax and legacy planning
- Financial and retirement planning
- Charitable and philanthropic planning
Chris is a graduate of the University of Iowa where he earned an undergraduate degree in Economics. He earned a certificate in financial planning from the American College of Financial Services and is a Certified Financial Planner®. He also obtained the designation of Certified Trust Financial Advisor (CTFA) from the Cannon Trust School & Financial Institute. Chris is a member of the Chicago Estate Planning Council.