Social Security Planning

Investment Management Expertise

Our investment management approach is centered on aligning your investments with your goals, risk tolerance, and time horizon. We emphasize a diversified, long-term strategy that is continuously monitored and adjusted as your life circumstances and market conditions evolve. By focusing on thoughtful planning and disciplined execution, we help you build and preserve your wealth with confidence.

Become a Client Today

Understand

Evaluate your risk tolerance and goals to help you understand your options.

Plan

Create a detailed plan to meet your goals.

Integrate

Align your investment strategy with your broader financial plan.

Diversified Portfolios

Ray develops and manages our diversified portfolios with a disciplined focus on achieving the right balance between risk and reward. Ray works closely with our Wealth Managers to understand their clients' financial goals, time horizons, tax impacts, and comfort with market fluctuations.

Individual Stock Portfolios

Chris develops and manages individual stock portfolios tailored for high net-worth investors with an investment minimum of $500,000 seeking dividend income and growth, with a tax-efficient, risk-adjusted philosophy.

Chris Giroux

VP of Investment Management - Wealth Manager

(785)309-7007

chris@bewealth.com

Chris is the VP of Investment Management and has 27 years of wealth management experience. Chris’ expertise lies in the development and management of equity portfolios tailored for high net-worth investors seeking growth and current...