CHRIS KURTZ
Chief Executive Officer
ckurtz@redhawkwa.com
513-866-5444
7924 Jessies Way, Suite A, Fairfield Township, OH 45011
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Chris entered the wealth advisory business upon graduation from the University of Dayton in 2000. An experienced financial planner, Chris assists high net worth clients, business owners and endowments in the areas of Estate Planning, Trusts and gifting, Wealth Management, Insurance, Investment Portfolio Strategies and Generational Wealth Transfer. Chris is an avid runner and thoroughly enjoys the lake, boating and the outdoors. He loves watching/coaching his daughters’ Club volleyball and soccer teams. Chris is a parishioner of Sacred Heart Catholic Church in Fairfield, and resides in Fairfield Township with his wife, Chrissy and their two daughters, Kirsten and Addi.
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OUR SERVICES
In a fiduciary capacity, we work to create a comprehensive financial plan that fits your desired financial outcomes.
Financial Planning
We focus on our client's goals and objectives using a client facing platform so you know exactly how we manage your wealth.
Wealth Management
We take an individual approach to retirement planning, putting your dreams and aspirations ahead of all else.
Retirement Planning
We are committed to creating wealth that will seamlessly transition in a manner that is consistent with your core values.
Legacy Planning
We are committed to providing you the right advice based on your entire situation to find solutions that are best for you.
Tax Planning
We work with you to find the right type and quantity of insurance to protect your family, estate, and/or business.
Insurance
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FIDUCIARY PROMISE
