Chris J. Estevez

Chris’ team provides Wealth Management for individuals and businesses. His highly experienced team will work closely with you to offer a set of personalized value added solutions designed to help you accumulate, protect, earn income from and transfer your wealth in a manner that is consistent with your goals. Our mission is to help create financial security and peace of mind for our clients. Client’s benefit from our customized approach to wealth management since it helps address their current financial needs and achieve their long-term goals.

The cornerstone of our philosophy is to provide superior client service while managing risk and reducing volatility in accordance with our client’s goals and risk tolerance.

Our team’s approach has led to long-term relationships with our clients and in most cases multi-generational relationships with their families.

Chris resides in Howell, NJ, with his wife, Annette, and his two children, Chris, Jr. and Danielle. Chris served on the Howell Township Planning Board as the Chairman. He is also a past member of the township’s Land Preservation Taskforce. He is the past President of the Howell Optimist Club where he is still active and the past President of the International Management Council, Raritan Chapter. He is also an Assistant Scout Master of Boy Scout Troop 258 Howell. Chris is an avid outdoorsman and enjoys coaching a variety of youth sports.