Christopher M Coyne, CFP®, CLU®

Wealth Management Advisor

My goal is to become your most trusted financial advisor.

My mission is to help busy, successful people gain clarity on their financial goals and then ensure that they achieve their most prosperous and meaningful financial future.

I will become an advocate for your vision and values, thus aligning your finances to ensure your vision becomes a reality. Together, we’ll take on the challenges and opportunities that present themselves each year.

Wealth management is about so much more than simply reviewing your portfolio. Your goals, your health, your values and vision determine what your long term plan should look like. After 25 years in the wealth management business, I know the conversation to have and the questions to ask to assist you in defining your vision and goals for you future.

My focus is on helping build, preserve and extend wealth for you and future generations to enjoy. Over time, my staff and I develop deep and personal relationships with my clients as we proceed through momentous life events with them. I have shared pride with my clients as their children graduate college and get married and as they enjoy their grandchildren.

These life events come with significant financial implications, but with proper planning, you can enjoy these wonderful times with peace of mind, knowing you are financially prepared.

As a Wealth Manager, my core values are candor, integrity and competency. I have a relentless commitment to excellence for myself and my staff, and thus, my clients have enjoyed the results we have achieved together.

My clients include;

  • Corporate Executives:

    You are adept and successful at dealing with layers of complex matters. Your success has been rewarding, but you recognize that there are challenges to consider with respect to maintaining and growing your personal wealth. Through cash compensation, pensions and equity incentive options, you will continue to create significant wealth for you and your family. However, developing strategies to preserve and protect this wealth requires experience and expertise in this rapidly growing field. In our many years of working with some of the world’s largest firms and high-net worth individuals, we have developed this necessary expertise, and constantly seek to remain current in the latest financial planning solutions. We spend time analyzing these areas, so you don’t have to.

     

  • Business Owners:

    You have exhausted much of your working life creating your successful business and enjoyed the significant wealth associated with it. My role is to help you maintain and grow this wealth for generations to come. While you may feel secure today, you may also feel uncertain about the future.  We help you minimize your future risks by addressing the important issues you will face going forward, such as: business continuing planning, estate planning, and legacy planning.

     

  • Retirees:

    Living a meaningful and rewarding retirement requires considerable thought, vision and execution.  We spend years with clients prior to retirement, fine tuning the various risks and opportunities that exist.  After helping you visualize your ideal retirement, we will implement an income distribution plan, long-term care plan, an estate plan to ensure you will realize your dream vision.  

Chris Coyne signature

GETTING TO MY OFFICE FROM THE TRAIN:

From Penn Station-take the E subway line towards Queens five stops to the Lexington Avenue/ 51st Street station and take the escalator up to my building.

From Grand Central-either walk 10 blocks to 52nd Street and 3rd Avenue or take the 6 subway line one stop to Lexington and 51st and walk one block North and one block East.

 

"Chris epitomizes professionalism and is an fine choice for those needing a financial advisor. Chris takes the time to understand my immediate and long term goals and advises me on the proper investment approach to align with them. He is open to my imput and provides detailed information so nothing comes as a surprise.

Chris has substantial knowledge in his field and is always prepared. I strongly recommend his assistance, especially for long term estate planning considerations."

-- Barbara W, Tecnnology Consultant, Los Angeles, Ca.

Regis High School Auction Challenge

Chris and Ginny at the Regis High School Auction Challenge

Alex's Lemonade Stand
Photo with Michael Phelps

Chris and gold medal winner Michael Phelps

Professional photo

Chris and Bloomberg Television host Tom Keene

Planning For Financial Security With Northwestern Mutual

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

If you dream it, we’ll help you live it.

Let’s make this the year we turn your dreams into plans. Get started.

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck