Our financial advisor in Dublin, OH has made a personal commitment to help clients solve their toughest financial challenges and realize their greatest ambitions. Our goal is the same as yours: To help guide you to a place of financial clarity and confidence, so that you can focus on the things that really matter. We are honored to serve Ohio and deliver financial planning, retirement planning, and tax planning services to local families and business owners.
Chris’ career in the financial services industry started in June of 2009 as an insurance agent for Western & Southern Financial Group, Inc. to serve and work diligently for his clients. Chris works well with motivated, hard-working individuals who want to develop a financial strategy that works under various circumstances in order to help them accomplish their future goals. When working with Chris, you can expect an educational approach to better understand what tools and strategies are available to help you succeed. Allowing Chris to be your financial resource can alleviate a lot of pressures that arise as your wealth continues to grow.
On a personal note, Chris attended Otterbein College in Westerville, Ohio where he received his Bachelor of Arts degree in Economics. He's married to Brook Watson and they happily reside in Dublin, Ohio.
Independent Wealth AdvisorCEPA
Supported by our national team of financial, investment, research, and technology professionals all dedicated to our clients’ success.
The WealthSource advisor in Dublin is dedicated to helping you rise to the challenges and opportunities you face, today and tomorrow.
Our team of planners will evaluate your financial situation and help guide you to a place of clarity, confidence, and action.
Turn the money you have saved into a lifestyle you want. Our team can help you navigate around inflation, taxes, market fluctuations, and other obstacles that stand in the way of the retirement you deserve.
Our Estate Planning strategies are designed to help you minimize the tax burden and protect your wealth for future generations. We work with your attorney to implement your estate plan from start to finish.
We offer customized financial solutions that combine objective advice, deep research, and an execution system that can reduce your expenses and taxes.
All investing involves the risk of loss and nothing herein should be construed as a guarantee of any specific outcome or profit. WealthSource Partners, LLC is not a law firm and does not provide legal advice. You should consult with your legal and tax advisors to determine how any estate planning or tax planning strategies will apply to your individual situation.
Chris Shea, Chief Investment Officer of WealthSource, takes a look at the August 2022 Markets. Check back each month to learn more! ...09.15.2022
Join Chief Investment Officer of WealthSource, Chris Shea, as he takes a look at the July 2022 Markets. Check back each month to learn more! ...08.17.2022