Sign In

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

Aug 14 · linkedin

No matter your filing status—from single to married filing jointly—your income tax rate will likely be going up. And while there’s still time to prepare, the clock is ticking. Reach out today and let’s make sure you’re positioned to make the most of the changes to come.

Jul 29 · linkedin

It’s simple: significant tax changes are coming soon. So, whether you want to take advantage of the current lower taxes or protect yourself from future higher taxes, you’ll want to prepare now. Reach out soon and I’ll help you make the most of this opportunity.

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