Christopher Weil

For over three decades, Christopher Weil & Company, Inc. has been dedicated to providing exceptional financial advisory, investment management, and estate transition services to individuals and families. Since our inception in 1990, we have built a reputation for our commitment to excellence, integrity, and personalized service.

Our History

Our story begins in the 1960s when Chris Weil, our founder, entered the securities business. Chris's passion for finance and dedication to his clients led him to form WEIL, a FINRA-registered securities firm, in 1971. Throughout the 1980s, Chris expanded his business, establishing limited partnerships and LLCs to invest in alternative real estate assets. In 1989, Chris founded Christopher Weil & Company, Inc., marking a new chapter in our history. We evolved as a registered investment advisor, offering fee-based investment management services to our clients.

Our Core Values

At Christopher Weil & Company, Inc., we believe that our core values are the foundation of our success. Our values are built upon three pillars: Service, Accountability, Sustainability, Wellbeing, and Innovation. We strive to provide exceptional service to our clients, being accountable and transparent in our communication, and embracing diversity and creativity to drive innovation. Our commitment to these values enables us to connect with our clients on a deeper level and deliver tailored solutions that align with their unique needs.

Our Services

We offer a comprehensive range of services designed to meet the evolving needs of our clients. Our services include:

• Advisory Services: Our experienced advisors work closely with clients to understand their financial goals and develop personalized plans to achieve them.
• Investment Management: We manage investment portfolios, investing in a diverse range of assets, including publicly traded mutual funds, exchange-traded funds, and alternative investments.
• Estate Transition Services: We specialize in helping clients prepare their estates for transition, ensuring a smooth and successful transfer of wealth to future generations.

Our Team

Our team of dedicated professionals is committed to delivering exceptional service and expertise to our clients. Our advisors are knowledgeable, experienced, and passionate about helping individuals and families achieve their financial goals. We take pride in our collaborative approach, working closely with clients to understand their unique circumstances and provide tailored solutions.

Our Community

At Christopher Weil & Company, Inc., we believe that our commitment to our clients is matched by our commitment to our community. We partner with organizations that share our values, such as JIT (Justice In Transition), which supports transition-age foster youth. Our team members are actively engaged in community service and philanthropy, giving back to those in need.

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