Chris Ward, CFP® EntryPoint Wealth Management
- 50 E Rivercenter Blvd, Covington, KY 41011
- (859) 203-1414
- puevf@ragelcbvagjz.pbz
- http://www.entrypointwm.com/
About Chris Ward, CFP®
As a Husband and Father of 3, I recognize that the counsel I provide deals with the most critical aspects of your life and your life savings. It’s my goal to make sure that through our partnership, you understand that I care about you as a person and that I make a positive influence to help you better your financial situation and achieve your goals. As a Certified Financial Planner, I am committed to acting as a Fiduciary, serving your needs, and providing the best financial advice regardless of compensation. I will put your interests at the forefront of my advice, and I will not accept any commissions or kickbacks based on my recommendations.
I grew up in the Income Tax Business (literally, it was the family business, and I started working at age 10), and I began providing financial advice to clients in 2007. Before founding EntryPoint Wealth Management, I managed a client practice of 300 households and almost 1 billion dollars of assets as a major brokerage firm. I wanted to consult clients on more aspects of their wealth, provide a better customer service model, and help them find more fulfilling ways to live their best life.
Today, I counsel clients in the following areas:
Helping clients establish a plan to live their Best Life
Implementing solutions to achieve their Financial Goals
Investment Management dealing with traditional securities, Real Estate, and Annuities
Income Tax & Estate Planning
Insurance Analysis & Liability Assessments
Debt Management/Cash Flow Analysis
I look forward to the opportunity to get to know you and learn how I might be able to help you achieve more in your financial life.
Recently Published
Benefits of a Quarterly Financial Planning Engagement
May 18, 2021The Benefits of a Quarterly Financial Planning Engagement As I started my firm, one of the most important aspects for consideration was examining the client experience. I was able to consider questions such as How do I best serve the clients I work with, What is the best process for an advisor to examine every…
The post Benefits of a Quarterly Financial Planning Engagement appeared first on Certified Financial Planner Cincinnati, OH & Northern Kentucky - EntryPoint WM.
Will This Unique Rule of the American Rescue Plan Affect Your Tax Status?
April 12, 2021Will this unique rule of the American Rescue Plan affect your family? For at least the last year, it seems like with every passing month there is another new stimulus plan. With each new policy, we are consulting with clients to make sure that they understand the impacts on their overall situation. At EntryPoint, our…
The post Will This Unique Rule of the American Rescue Plan Affect Your Tax Status? appeared first on Certified Financial Planner Cincinnati, OH & Northern Kentucky - EntryPoint WM.
It’s a Journey
March 22, 2021“IT’S A JOURNEY” I have been working with Individuals my entire life related to their finances. Initially, it started a young boy working in the family tax office through the last 8 years as a successful Wealth Advisor for a major brokerage firm. I have worked with many people over the years from all economic…
The post It’s a Journey appeared first on Certified Financial Planner Cincinnati, OH & Northern Kentucky - EntryPoint WM.
Ideal Clients
- Financial Life Planning
- Investment Planning & Management
- Wealth Management
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Assets Under Management
Fee Options
- Monthly Fee: $100+/mo
- Quarterly Fee: $300+/qtr
- Assets Under Management: 1.00%
