Christopher J. Estevez, Sr. - RBC Wealth Management

Christopher J. Estevez, Sr. - Red Bank, NJ

Christopher J. Estevez, Sr. CFP®

Vice President - Financial Advisor - Accredited Wealth Manager

Bulletin Board

Markets Get a Reality Check

Equity investors face substantial two-way risks. Policy decisions and politics could take markets in either direction by year end. This warrants “neutral” market exposure. Read the full financial markets commentary as well as asset-class views and key forecasts in the latest edition of Global Insight.

" I believe that the biggest mistake that most people make when it comes to their retirement is they do not plan for it. They take the same route as Alice in the story from "Alice Wonderland," in which the cat tells Alice that surely she will get somewhere as long as she walks long enough. It may not be exactly where you wanted to get to, but you certainly get Somewhere"- Mark Singer

"By failing to prepare, you are preparing to fail" - Ben Franklin

It's All About Staying Connected

Thank you for trusting me as your wealth management partner. My commitment to you goes beyond sharing my knowledge and expertise. I am also committed to consistent and valuable communication between us, because really that's essential to a partnership. This website will never take the place of our direct communication, but I think it can serve as a helpful supplement to make sure the information you need is always at your finger tips - from your account activity to the latest market commentary. I see it as one more way for us to stay connected.

Value Statement

Chris’ team provides Wealth Management for individuals and businesses. His highly experienced team will work closely with you to offer a set of personalized value added solutions designed to help you accumulate, protect, earn income from and transfer your wealth in a manner that is consistent with your goals. Our mission is to help create financial security and peace of mind for our clients. Client’s benefit from our customized approach to wealth management since it helps address their current financial needs and achieve their long-term goals.

The cornerstone of our philosophy is to provide superior client service while managing risk and reducing volatility in accordance with our client’s goals and risk tolerance.

Our team’s approach has led to long-term relationships with our clients and in most cases multi-generational relationships with their families.

Christopher J. Estevez, Sr. is currently registered to conduct business with residents of the following states: AL, CA, CT, DE, FL, KY, MA, MD, MI, MN, NC, NJ, NY, PA, SC, WY

Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.