About Christopher C.
Christopher “Chris” Wilkinson is the President and Senior Investment Consultant of One Tree Wealth Management. He is a native of Arizona providing professional investment advisory services to qualified plans, endowments and foundations, and high net worth investors. Having worked in the financial services industry for over three decades, his extensive experience and contacts has supported the proven fiduciary service of his clientele.
Prior to One Tree Wealth Management, Chris served as Managing Director of Sage View Advisory Group and various other senior management capacities at both local RIA firms and national trust companies. Having spent over eighteen years at Miller/Russell in Phoenix, he was instrumental in building the firm from the ground up serving as the firm’s Chief Investment, Operations & Compliance Officer.
As a lifelong Arizona resident, he is well known in the community having served as Past President of the Arizona Treasury Management Association, Member of Western Pension & Benefits Council, Board Member of the American Red Cross, Chair of Investment Committee for the Arizona Chapter of the American Red Cross, Fiesta Bowl Committee Member, Sun Angel Foundation Member and various Church outreach and service-related groups.
Additionally, he has served as a guest lecturer for fiduciary training and investment management best practices at Arizona State University W.P. Carey School of Business MBA Program, Thunderbird International School of Management, and the W.A. Franke School of Business at Northern Arizona University.
Chris received a Bachelor of Science degree in Business Marketing & Finance from Arizona State University and an MBA (Finance) from Northern Arizona University. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Accredited Investment Fiduciary® professional designation from the Center for Fiduciary Studies, which is associated with the University of Pittsburgh. The AIF® designation certifies he has specialized knowledge of fiduciary standards of care and their application to the investment management process. He has also received formal training in investment fiduciary responsibility.
Chris resides in Scottsdale with his wife of over twenty-nine years and his three daughters.
Life Relevant Financial Advice
My objective as your Wealthcare advisor is to inspire and guide you toward pursuing the life of your dreams. I will help you explore your highest aspirations and imagine the life you may have never thought possible before. And together, we’ll create your personal “Financial Strategies” plan.
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Client Relationship Summary.
Established in 1999, Wealthcare Capital Management (Wealthcare) is a very different kind of a financial advisory firm. We pioneered a new way of providing financial life guidance, using Goals-Based Wealth Management. The cornerstone of our patented goals-based investing process is quite simply to help our clients, above all else, to make the most of their life.
We accomplish this by helping you understand and identify your most important life goals. And then we align your investments with those goals. Our process guides you through the myriad of changes in your life that will invariably require financial decisions. This is what we refer to as Financial Guidance for Life.
At Wealthcare, we measure our success in our clients’ fulfillment — one client at a time.
With our goals-driven investing approach, you will:
- Have your personal goals in complete alignment with your investments.
- Always know where you stand and we’ll present your progress reports in “plain” English.
- Have confidence in your ability to reach your goals, independent of market fluctuations and changing life circumstances.
Wealthcare’s patented process is designed to help you reach your life goals, while minimizing unnecessary investment risk or needlessly sacrificing your life now.
Our process is dynamic and continual, as is life, and it will guide you through the entirety of your financial life.
MOST IMPORTANTLY, THE WEALTHCARE PROCESS IS YOU- DRIVEN. NOT MARKET DRIVEN. IT’S POWERFULLY SIMPLE. IT’S REFRESHINGLY CLEAR.
And it all STARTS WITH A GREAT CONVERSATION
A conversation that helps you to visualize your most important life goals
Do you like to travel? How will you pay for your children’s education? What exactly does “comfortable” retirement look like to you? You’ll cover these topics — and more — during our initial conversation.
We’ll use this conversation as a launching pad for creating your financial life plan. My objective as your Wealthcare advisor is to inspire and guide you toward pursuing the life of your dreams. I will help you define your life goals, and most importantly, will guide you toward achieving them.
But this is just a beginning. Wealthcare’s financial plan is not a “set it and forget it” tool. It’s a dynamic financial guidance system that evolves as your circumstances and financial markets change. I will continually monitor your plan against your changing life events and your investment portfolio, keeping the two in sync. Our software runs sophisticated market simulations, designed to monitor, measure and track your progress and report back to you with clarity.
Your Comfort Zone®
You will have confidence in your financial life plan because I will be constantly performing analytics in an effort to ensure your success. At Wealthcare, we call this being in the Comfort Zone. The Comfort Zone measures the probability of reaching your financial goals. And it also alerts you if you veer off course.
John & Ann's Confidence Level is 85%
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This chart is for illustrative purposes only.
Stay on Course
The Wealthcare process is YOU-driven, not market-driven. As your circumstances, goals and priorities change, I will work with you to make appropriate adjustments. Whatever life events come your way — from expanding your family to buying a vacation home — I will monitor and measure each event against its financial impact on your plan.