Serving Fairbanks and Juneau
If you need to send mail, please send to this address below and not my Juneau address:
Mailing Address:
7400 Metro Blvd, Ste 155
Edina, MN 55439
With over 30 years of experience, Chris Wallace believes in a simple, unconventional approach when it comes to client relationships — educating his clients and giving them honest straightforward advice. Chris has a unique ability to reduce complex financial concepts into simple ideas. He uses direct, simple language to help his clients make the best financial decisions for themselves and their families. The same guiding principles are applied to every client relationship. This method ensures the best practices for his clients with the results being consistency, peace of mind, and the opportunity to have a secure and rewarding retirement.
Chris will work with you to develop a thorough understanding of your goals and current lifestyle. He will work with your other trusted advisors to create and implement a personalized plan for you. Your plan will align your wealth with your values across the full spectrum of financial planning, including investments, taxes, executive compensation, retirement, estate planning, charitable giving, and private investments. He will build a holistic, proactive plan for your legacy. A plan that will achieve your goals for you and your loved ones and maximize and protect your estate. You will have an actionable plan to reduce administrative costs, manage and distribute wealth responsibly, provide for the care of loved ones, and minimize your tax burden.
Chris lives in Alaska with his wife, JoAnn. He works with clients in over twenty states. He and JoAnn enjoy traveling and visiting friends and family. Chris is active in officiating ice-hockey, skiing, and walking and hunting with his dog Tek.
