Christopher Lawes, CFP®, AIF®, CLU®, CPFA

Helping You Turn Your Financial Goals Into Reality

My mission is simple: to help individuals, families, and businesses achieve their financial dreams through personalized, unbiased advice and a clear, results-oriented approach. At the core of my process is a focus on meaningful conversations. I start by asking the right questions and truly listening to understand your goals and priorities. With this deep insight, I then provide tailored recommendations that help bring those goals to life. The journey doesn’t stop there – I guide you through the implementation process and continue to monitor progress, ensuring that we stay on track for long-term success.

As part of the Diversified Wealth Management (DWM) family, my clients benefit from a comprehensive, ongoing partnership that adapts to their evolving needs.

Working with Businesses: Maximizing Retirement Plan Benefits

On the business side, I specialize in Retirement Plan Consulting, where I help companies optimize their retirement plans for both employers and employees. My work ensures that businesses meet their Fiduciary obligations to the DOL and IRS, while also streamlining the plan’s administration so it doesn't become an administrative burden. With over 20 years of experience, I help businesses navigate complex regulations and implement strategies that work for their unique needs.

Supporting Individuals & Families: A Holistic Approach to Financial Security

Working with individuals and families is an honor. Each financial journey is unique, and there are always opportunities to improve. Whether it's maximizing the benefits of the current tax code, rebalancing investment portfolios, addressing future income needs, or providing guidance through challenging economic times, I offer a wide range of services designed to help you make informed decisions.

The most common question I hear is, “Do I have enough money to retire?” I’m here to help you answer that question – and ensure that when the time comes, you feel confident in your financial future.

A Partnership for the Long Term

It’s been a privilege to work with amazing clients over the past two decades, and I look forward to continuing to build meaningful relationships for years to come. If you're looking for a trusted advisor who will listen, guide, and work alongside you, I'd love to welcome you into the DWM family.

Continuous Learning & Expertise

I believe that continuous learning is key to providing the best possible service to my clients. As such, I have earned a diverse range of advanced financial designations, which allow me to stay at the forefront of the financial services industry and provide expert advice in an ever-changing landscape.

Credentials and Professional Designations:

CFP® - Certified Financial Planner Professional: A designation issued by an independent board for financial planning.  The CFP is widely considered to be a very prestigious and important designation in the industry for advisors who offer comprehensive financial planning advice and services.

AIF® – Accredited Investment Fiduciary - A designation offered through FI360 in association with Centre for Fiduciary Excellence (CEFEX) that focuses on applying fiduciary standards and prudent practices to the investment management process.   Also applies to the management of qualified plans (401k plans etc).

CLU - Chartered Life Underwriter - An advanced designation offered through the “American College” that concentrates on insurance analysis and estate planning.

Education

University of Vermont BS, Finance and Marketing 

Licenses

Series 7 & 66

Phone: (651) 379-7912

Fax: (651) 379-7801

E-mail: Christopher.lawes@osaicwealth.com