Chris Witoski, RRC

I started my financial practice over 20 years ago because I wanted to build something centered around relationships. Meaningful relationships take time, trust, and effort and that trust has to go both ways. My clients rely on me to be honest, direct, and thoughtful. They know they can speak openly,feel safe in our conversations, and that the advice I offer is grounded in what’s best for them their future.

From carefully crafting financial plans to helping clients navigate retirement, the most rewarding part of my role is being part of something bigger in their lives. I am there to help celebrate milestones, offer steady guidance during transitions, and make sure the decisions we make today support the life they want to build tomorrow.

My clients know I do not hold things back, especially when they need an honest opinion or another perspective. I offer a second opinion when needed, challenge an assumption if it helps, and give reassurance when it matters most, whether we are reviewing investment strategies,

estate plans, or existing assets. I am proud of the camaraderie I have built with my clients, and even more proud of what we’ve accomplished together.

When I am not working, you can find me on the golf course, off-roading, or tackling my next hands-on project – whether that’s restoring a classic car or building something from scratch in the workshop. I enjoy spending time with friends who share those same passions. Whether you’re a long-time client or just starting your financial planning journey, I look forward to our next conversation and checking off the next item on your financial “to-do” list.