I’m Christopher Stein, an independent financial advisor with LPL Financial dedicated to assisting clients with their greatest financial concerns. With more than 30 years of experience, I offer comprehensive investment management and financial strategies coupled with objective advice and recommendations. I specialize in retirement planning and income strategies for individuals that are ready to pursue their dreams and aspirations.
Our client’s goals are at the center of everything we do at Christopher R. Stein Comprehensive Wealth Management, Inc. As a firm, we work hard to get to know our clients and learn about their goals, dreams, and concerns and then work with them to pursue their aspirations.
I take pride in knowing that I have helped hard-working families and individuals maintain their lifestyle and independence in retirement. I do this by providing high-quality, efficient investment strategies, as well as ongoing advice and counsel. I am dedicated to guiding each and every one of my clients through the process of pursuing financial independence, so they can focus on the most important things in life.
The strategies that we use generally work best with clients having at least $250,000 in investable assets. Based in Skokie, Illinois, I serve clients in Chicago, the surrounding suburbs, and multiple other states.
If you find our focus on you and your goals appealing, we would be honored if you would consider giving us an opportunity to earn your trust. We are selectively taking on new clients and would be very interested in speaking with you about your unique situation.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through life's transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours.
Personalized Financial Services
Let's build a specialized plan for you.
Our team of professionals has years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
We'll work with you to explore your options and determine which ones fit your individual strategy. Our entire team works together with you, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.