Quarterly EntryPoints Q4 2025: Understanding Mixed Economic Signals
Record highs, rate cuts, and a cooling job market—here’s what investors should know heading into the final quarter of 2025.
CONTACT CHRIS DIRECTLY:
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Hello there — I’m Chris Ward and I would like to thank you for taking the time to learn about my Wealth Management firm. I have spent my entire life working with individuals on their financial situations. (Well, outside of working as a lifeguard during college summers.) Early on, I worked in the family tax office reviewing tax returns and learning to manage a business at the dinner table. I joined the investment industry in April of 2005 and I have spend the last 8 years as a successful Wealth Advisor for a major brokerage firm in Cincinnati, Ohio.
I am a Husband to another Entrepreneur (Amanda), she operates a set of coffee shops in the area, and I am a father to 3 boys who are passionate about spending time in the woods, Scouting, Legos, and, of course, Xbox & iPads. We have been blessed in many ways and we are lucky to spend as much time together as we do. Currently, I serve as a leader in our Cub Scout Pack, and as a Parent Liaison on an advocacy council at Children’s Hospital.
Professionally, I was recognized in 2020 as a “Five Star Wealth Manager under 40” having been a Five Star Wealth Manager for 6 years, including 2020. I am a CERTIFIED FINANCIAL PLANNER™ achieving the designation in 2017 and a member of the XY Planning Network. I have held many brokerage securities registrations and was a licenses life & health insurance agent. I look forward to learning about you, your family, and how I might be able to use my expertise to help you achieve more.
It’s important for you to know that as a CFP®, I work as Fiduciary with all of my clients. I believe that humans act mostly in their own interests (a Freakonomics Theory) and feel that there are increasingly too many conflicts of interests in the Financial Industry. I believe that every person deserves an advisor that takes an interest in your life, listens to what is important to you, and builds a set of recommendations to support you in achieving your personal and financial goals. By starting my own advisory firm, I feel I am best positioned to provide unbiased advice to my clients and help them achieve more successful results over their lifetimes.
PROFESSIONAL ASSOCIATIONS:
❝ My Wife and I have been working with Chris for a number of years. He does a great job of explaining things that at first can be very difficult to understand. We are very pleased with our results during the time he has been advising us. I would without a doubt recommend him to friends and family. ❞
— Fred C. (Feb. 27, 2024)
SEVEN-YEAR FIVE STAR WEALTH MANAGER AWARD WINNER:
Record highs, rate cuts, and a cooling job market—here’s what investors should know heading into the final quarter of 2025.
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