Sign In

Kirk Chisholm

I Help Investors Protect Their Wealth From Inflation, Retire Well & Make Life Better. Message To Learn More | Wealth Manager | Self Directed IRA & 401k | Alternative Investments | Podcast Host | Financial Advisor Mentor

Kirk Chisholm is a seasoned wealth manager and principal at Innovative Advisory Group, a prominent wealth management firm. With a Bachelor's Degree in Economics from Trinity College-Hartford, Kirk brings a wealth of experience and expertise in financial planning, risk management, portfolio management, estate preservation, cash flow management, and advanced tax planning. His specialization lies in retirement planning, risk management strategies, college funding strategies, and alternative investments, particularly within self-directed IRAs and self-directed 401ks. Kirk's innovative and risk-managed approach to investing sets him apart, ensuring that clients' needs are addressed comprehensively and effectively. With a keen understanding of market trends and technologies, Kirk strives to make a positive impact on his clients' lives by staying ahead of the curve and providing tailored financial solutions.

Highlights

Aug 15 · twitter

Why aren't rates impacting the market? Do they still matter?

Check out the popular show, Money Tree Investing for more useful information like this. https://t.co/riBsemDWJX

Why aren't rates impacting the market?  Do they still matter?

Check out the popular show, Money Tre
Aug 15 · twitter

Looks Like The Market Is Going On Vacation... Me Too. https://t.co/5WYBzRP3wf

Kirk Chisholm
Add to my network

Location

Lexington, Massachusetts, United States