Christopher M Coyne, CFP®, CLU®

Wealth Management Advisor

My goal is to become your most trusted financial advisor.

I 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.

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 go through momentous life events by their side. I have shared pride with my clients as their children graduate college and get married and as they enjoy their grandchildren, and I have their hands through losses and tragedies as well.

These life events come with significant financial implications, but with proper planning, you can enjoy the 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.

Our Client Are:

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.

What You Can Expect as a Client:

 

Our client experience is tailored to reflect the needs of highly compensated executives and to engage them in establishing their goals and subsequently taking the steps necessary to achieve those goals. We take our clients through a six- step process. Here are the six steps:

 

  1. Client Discovery.  I get to know you, your family, your values your concerns and your issues

 

  1. Financial fact finding. We review your documents and your assets, liabilities and income.

 

  1. Creating the plan. Combining the knowledge of your current situation and your future goals, we craft a plan that’s right for you.

 

  1. Proposing a custom product fit. We present solutions to help you fulfill your financial plan.

 

  1. Execution. Once the financial plan and solutions proposed have been discussed and agreed upon, we will begin to execute.

 

  1. On- going monitoring of the financial plan. We meet regularly to update you on the plan and review your objectives and goals to make necessary adjustments and maintain accountability.
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.

 

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, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

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