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  • DIRECTOR OF PORTFOLIO MANAGEMENT

Chris Ippolito

Chris Ippolito

Chris Ippolito, a cornerstone of the Snyder Wealth Group, is a committed professional with a passion for solving complex problems and relieving financial anxieties. His expertise lies in global portfolio analysis, where he meticulously aligns clients’ investments with their short and long-term goals, with a keen focus on minimizing taxes.

Chris’ journey to the field of wealth management was inspired by his love for addressing intricate challenges and easing concerns. At Snyder Wealth Group, he found the perfect arena to exercise his problem-solving abilities while having a profound impact on his client’s financial journeys.

His personalized and empathetic approach to wealth management sets him apart. Chris takes the time to understand each client’s journey and aspirations, helping them to feel confident about their current financial situation and future goals. Incorporating a holistic approach into his practice, Chris provides comprehensive support that contributes to the broader financial progression of clients. His efforts, such as exploring tax-efficient inheritance options for retired couples or advising on ways to reduce investment fees, play a part in the team’s wider mission to advance clients’ financial goals.

Chris’ dedication to offering top-notch customer service is unwavering. He believes in the power of understanding and empathy, striving to put himself in his client’s shoes to comprehend their unique journeys. He takes pride in his ability to calm the fears of his clients, whether they’re concerned about their retirement savings, family medical history, or potential tax losses.

As a fiduciary, Chris likens his role to that of a committed parent, stewarding his clients’ financial well-being just as he would for his own family. He considers his fiduciary responsibility to be deeply meaningful and essential to each client’s individual pursuits.

Chris utilizes psychology to help his clients understand their financial plans, always emphasizing his role as their trusted advisor, a figure to bring them peace of mind.

Contributing to the culture at Snyder Wealth Group, Chris ensures that every team member feels heard and cared for. Drawing from his time in the Army as an infantryman, he understands that a great team is built on trust, cooperation, and focus.

To decompress after a busy week, Chris likes to reflect on his learnings and share insights with his peers, considering this exchange of knowledge as his greatest resource for continuous professional growth.

In his service, Chris embodies Snyder Wealth Group’s commitment to providing high-quality, personalized, and empathetic financial advice, making him an invaluable part of the team.

(631) 289-4224 • Fax: (631) 289-8130 1733 N. Ocean Avenue • Suite B Medford, NY 11763

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Securities offered through Osaic Wealth, Inc., Member FINRA / SIPC. Investment Advisory services offered through Mark J. Snyder Financial Services, Inc. A Registered Investment Advisor doing business as Snyder Wealth Group. Osaic is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic.

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Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

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