Christy Charise founded Strategic Advisor after having built an award-winning financial advisory practice (Saugatuck Financial) with her husband, Justin. Their practice has consistently been named among the top 20 planning practices in the country.  

Christy's unique background combines a deep understanding of the financial services and asset management industries with broad management and strategy consulting experience.  Together, this background, combined with an intimate understanding of the challenges inherent in running a successful advisory practice, allows her to provide objective insights and practical solutions for advisors at all stages.  

For a free consultation to see what programs may be a fit for you or someone on your team, please reach out or explore our website for more information:

christy.charise@nm.com
strategicadvisor.co

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Investment Management

Personal Finance

Strategic Advisor

Strategic Advisor's headquarters in Westport, United States

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