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Christopher Clepp

Helping Gen X and Gen Y Business Owners Make Smart Financial Decisions.

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Contact Me
Building Towards Wealth Christopher Clepp
Chicago, IL

Serving Clients Nationwide

Helping Gen X and Gen Y Business Owners Make Smart Financial Decisions.

773.368.2324

Website

Areas of Focus

  • Exit Planning
  • Financial Life Planning
  • Money Psychology
  • Owning a Business
  • Taxes

About Me

Hello, I'm Christopher Clepp, a Chicago native, father to three amazing kids, and a dedicated wealth management advisor with nearly 23 years of experience in the financial services industry.

Why Should You Work With Me?
I specialize in working with Gen X & Gen Y business owners as well as HENRYs (High Earner Not Rich Yet) because I'm not just in the business of managing assets; I'm in the business of enriching lives. I believe in the value of strategic financial planning to achieve not just financial security but also personal growth and satisfaction.

More Than Just Stocks & Mutual Funds

I understand that financial stability is an integral part of living a fulfilling life, and I aim to guide my clients through the complexities of personal and business finance. My approach goes beyond merely picking stocks or mutual funds; I focus on holistic wealth management through my unique "Abundant Wealth Process". This comprehensive strategy is designed to align your finances with your life goals, make intelligent financial decisions, and proactively manage the associated risks and tax implications.

Let's Make Your Life Abundant

I get it; you want less stress, more free time, and to keep more of your hard-earned money when tax season comes around. My mission is to help you achieve all three. By applying my expertise to your unique situation, we'll develop a tailored financial plan that works for you, both professionally and personally.

Personal Touch

When I'm not in the office, you'll find me spending quality time with my wife, Katie, and our children. As a committed father, I love coaching my sons' soccer team, and I also have a soft spot for cooking—so you can bet that I appreciate the value of hard work both on and off the field. In my free time, I enjoy working out and exploring the great outdoors, which I find rejuvenating and essential for maintaining a balanced life.

Let's Connect

If you're a business owner or a high-earner looking to align your money with your ambitions, I'd love to hear from you. Feel free to reach out so we can begin your journey toward an abundant and fulfilling life.

Securities offered through The O.N. Equity Sales Company Member FINRA/SIPC One Financial Way Cincinnati, Ohio 45242 (513) 794-6794.
Investment Advisory Services offered through O.N. Investment Management Company.

Professional Designations

  • Chartered Life Underwriter (CLU)

Affiliations

  • The AGC

Primary Location

Chicago, Illinois, USA

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Advice-Only
  • Fee Based
  • Flat Fee
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to learn more and schedule a 60 minute assessment meeting by Zoom or in person. We'll dig into your hopes, dreams and financial desires. We want to be certain of our destination before we draw our roadmap. We will spend 10 minutes at the end of this call making sure you are clear on what is needed to work with us and you can make the decision on whether you want to work with me as your financial easy button. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

At Building Towards Wealth, we believe that wealth and the lifestyle you desire are attainable through meticulous planning, consistent monitoring, and strategic action. Our mission is simple: to empower you to reach your fullest financial potential, no matter your goals.

Planning

Planning isn't just the first step; it's a continuous process that evolves with your life's changes. Our approach is holistic. We help you set immediate milestones to pave the way for your long-term ambitions. We pride ourselves on our ability to tailor financial strategies that not only meet your needs but also mesh with your risk tolerance. When we take on financial planning, you're free to focus on other important aspects of your life.

Investing

Investing is more than just a numbers game; it's a crucial element of any long-term strategy for building wealth. Whether you're a seasoned investor or just starting, our aim is to simplify the complex world of investment options and focus on factors within your control. Our strategies are tailored to your risk tolerance and specific financial goals, whether that's funding a dream vacation, sending your kids to college, or planning for an early retirement.

Protect

Life is unpredictable, and while we can't foresee every obstacle, we can prepare for them. Our firm emphasizes the importance of safeguarding not just your wealth but also your lifestyle and your business. We offer robust insurance planning so that whatever life throws at you, your financial goals remain intact.

With Building Towards Wealth, you're not just getting a Financial Advisor; you're gaining a partner committed to helping you achieve financial freedom while minimizing stress, saving time, and optimizing tax strategies.

Come join us in building a future you don't need a vacation from.

Education

University of Houston, Engineering, Business

Badges

Hobbies and Interests

  • Cooking
  • Eating Out
  • Exercising
  • Family
  • Grilling
  • Reading
  • Sports
  • Wine
  • Working Out

SEC Lookup

View Disclosure

Who We Serve

  • Baby Boomers
  • Business Owners
  • Entrepreneurs
  • Gen X
  • Gen Y / Millennials

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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