When I retired the need arose to have help with balancing our investment risk level. Our trusted Accountant recommended Pillar Wealth Management. In the past we took a sizeable loss and could no longer take that level of risk with the balance of savings for retirement. Chris helped us transfer these investments and rebalances our personal risk level whenever necessary. There is always help when needed. My husband and I are happy to have been the recipients of this special service and have slept better these last 20 years because of them. You have my permission to use this letter of recommendation.
◼ Relationship to Financial Advisor: Current Client
◼ Compensation: This reviewer received no compensation for this review.
◼ Conflicts of Interest: There are no material conflicts of interest.