Awards & Recognitions

Christopher P. Yalanis is honored to have been recognized as one of
Forbes Best-In-State Wealth Advisors for 2018, 2019, and 2021 - 2025¹ 

Christopher P. Yalanis was named to the
Wells Fargo Advisors Platinum Council in 2012, 2014-2016, 2018-2019, 2021-2025². 

<sup>1 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. 2018 Forbes Best-In-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17. View additional disclosures

2 2024 - 2025 The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism. 2023 - prior The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.</sup>

Wealth management planning is personal and needs a customized approach—one that is flexible and grows with you as your needs change over the years. We work with a select group of individuals, families, businesses and non-profits to provide clear and comprehensive wealth management services. We are rigorous problem solvers and are committed to helping clients with their complex financial issues. Our services include:

Pillars of our practice

Having served many seasons of our clients’ lives, we’ve learned that wealth planning is more than managing money. We’ve built our practice on being financial guides for life and a team you can count on.

How We Believe We Add Value For You

We advocate for your success and are dedicated to ensuring that your needs are always our priority. The Yalanis Private Wealth Management Group is a team of curious and passionate learners who strive to always add value for you.

ADVANCED PLANNING

Your tailored wealth plan is at the center of everything we do. It provides the academic basis for all of our investment decision making. LEARN MORE 

TEAM APPROACH

We take full advantage of our diverse talents to provide best-in-class service in every aspect of wealth management. LEARN MORE 

INVESTMENT COUNSEL

We believe in personalized guidance and financial education designed so we believe you always know where you stand in reaching your goals. Designed financial education allows you to gain greater financial confidence. LEARN MORE 

NETWORK OF PROFESSIONALS

We coordinate with your key providers including accountants, estate planners, attorneys and other trusted professionals. We will support your entire financial team to support your family's or organization’s financial goals. LEARN MORE