Christopher M Coyne, CFP®, CLU®

Wealth Management Advisor

My mission is to help busy, successful people gain clarity on their financial goals and help them achieve their most audacious and meaningful financial future. I will become an advocate for your vision and values. As your financial professional, I will organize your affairs and help you focus on completing the actions needed to turn your vision into existence. Together we’ll take on the challenges and opportunities that transpire each year. My goal is to become your most trusted financial advisor.

I provide customized wealth management and financial planning guidance for my clients.  Wealth management is about so much more than reviewing your portfolio. Your goals, your health, your values and so many other factors will help us determine what your long term plan should look like. I understand how clients define an enriched life.  We plan according to the complexity and uniqueness of each client’s circumstances and discover and help meet their various needs. We have an individualized and detailed planning process for each of our clients. After 23 years in the business, I know what questions to ask and the characteristics of each life stage clients enter as they age. We adapt to the changes in each of these stages and we update clients’ plans accordingly. All along, our focus is on helping build, preserve and extend wealth to future generations.

We have clients spread across various parts of the country and working in numerous industries, including highly paid executives, partners in law and accounting firms, investment bankers, small business owners and retirees. They understand the value of goals-based planning and have committed the time to complete the steps necessary to achieve their long term goals.  Over time, my staff and I develop deep and personal relationships with our clients. In addition, we work with their attorneys, accountants and other advisors to make sure everyone is on the same page.

My core ideology is candor, honesty and mutual trust. I have a relentless commitment to excellence, competency and integrity. My clients have enjoyed the results we have achieved together. I look forward to partnering in your financial future and helping allow you to spend more time doing other things in your life.

GETTING TO MY OFFICE FROM THE TRAIN:

From Penn Station-take the E subway line towards Queens five stops to the Lexington Avenue/ 51st Stree 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 and Ginny at the Tomorrow's Hope Foundation charity gala.  

Chris and gold medal winner Michael Phelps

Chris and Bloomberg Television host Tom Keene

Planning For Financial Security With Northwestern Mutual

 

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

Here’s What’s in the Republican Tax Plan That Could Affect You

The Republican tax plan would overhaul everything from tax rates and brackets to deductions to the corporate tax rate. Read more.

 

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