Sign In
Get Clay Free →

Suggestions

    Chris Welton

    Wealth Management Advisor - Estate Planning - Surgeons, Tech Executives, Investment Bankers, Attorneys

    Chris Welton is a Wealth Management Advisor at Northwestern Mutual and the Founder/Principal of Clavius Wealth Management.34 He has over 30 years of experience in leadership and sales, specializing in accountability, goal setting, and overcoming adversity.2

    Welton's background includes:

    1. Investment banking experience in New York, working on large deals in the global power and utility industry.1
    2. Private equity and venture investing experience.1
    3. Expertise in wealth management for high-net-worth individuals and business owners.1

    As a wealth management advisor, Welton focuses on:

    • Creating comprehensive financial plans for clients, addressing business, personal, and legacy aspects.1
    • Providing strategies for business owners, including non-qualified deferred compensation plans.1
    • Offering investment advisory solutions through Northwestern Mutual Wealth Management Company (NMWMC).4

    Welton holds several professional designations, including CFA® (Chartered Financial Analyst) and CFP® (Certified Financial Planner).3 He is known for his ability to explain complex financial concepts simply and entertainingly.1

    In addition to his wealth management work, Welton is also a coach, speaker, and podcast host, sharing insights on personal development, leadership, and sales.2

    Highlights

    Jan 17 · stride.services
    Podcast: Wealth Management Gets Personal and Professional
    Podcast: Wealth Management Gets Personal and Professional
    Jan 1 · chriswelton.live
    Chris Welton – Changing Lives One Call at a Time
    Team | REDWOOD CITY, CA
    Team | REDWOOD CITY, CA

    Related Questions

    What specific strategies does Chris Welton use to help high-net-worth individuals?
    How does Chris Welton's background in investment banking benefit his clients?
    What are some common mistakes business owners make when it comes to financial planning?
    How does Chris Welton approach financial planning for small business owners versus large corporations?
    What unique services does Chris Welton offer that differentiate him from other wealth management advisors?
    Chris Welton
    Chris Welton, photo 1
    Chris Welton, photo 2
    Add to my network

    Location

    San Mateo, California, United States