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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

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Chris Welton
Chris Welton, photo 1
Chris Welton, photo 2
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Location

San Mateo, California, United States