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Financial Alternatives

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Integrated Wealth Management

Chris Jaccard Promoted to Partner

I am proud to announce that Chris Jaccard recently became a partner at Financial Alternatives, Inc.  Since joining the firm in June 2002, I have been impressed by Chris’ dedication to our mission of providing expert, objective wealth management services and advice to our clients. Over the years, Chris has played key roles in several areas of the business from back office technology to advanced investment and financial planning.  And as an experienced CFP® and CFA® advisor, I value Chris’ professional expertise and his continued efforts to improve our service to clients.

While I have no thoughts of retiring any time soon, this partnership sets up Chris’s role in the future of our business - to help ensure we continue a tradition of excellent service for many years to come.  We are committed to building a firm that our clients and future generations can rely on for personalized and professional financial planning and investment management services.

Now more than ever, we believe that individuals and families are best served by independent, commission-free advisors who take an integrated approach to wealth management in order to help them achieve success in all areas of their financial lives.