Christopher Eckert, CFP, CRPS, CSRIC™

Senior PIM Portfolio Manager, Managing Director - Investments

An investment strategy aligned to investment goals

I work with each client to determine an investment strategy that will best meet their identified investment goals. I blend strategies to create a customized portfolio using a variety of account management options including customized discretionary portfolios, separately managed accounts, as well as individual stocks, bonds, mutual funds, ETFs and more.

Goals Based Investing 

Investing is about selecting quality investments that make up a custom investment portfolio that is designed to provide the income and stability clients need to maintain their lifestyles before and during retirement. Based upon priorities and tolerance for risk, each client’s personalized plan will seek to avoid unnecessary investment risk.



Tax-Efficient Investment Strategies

The long-term impact of taxes on investment returns can take a bite out of savings. Our tax-efficient strategies help clients continue to grow savings for retirement while striving to address the impact of taxes.



Adding Value

The team is dedicated to ensuring that client needs are always a priority. With a deep focus on families and the next generation, I work to have meaningful conversations and listen carefully, so clients have the confidence that they have an investment plan in place to help pursue their life’s priorities and passions


Custom portfolios designed to provide a sophisticated roadmap to help clients reach financial goals.



CTA



Wells Fargo Advisors is not a legal or tax advisor.
Asset allocation and diversification are investment methods used to help manage risk. They do not guarantee investment returns or eliminate risk of loss including in a declining market

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  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
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