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About Us
Christopher Hass, the managing senior partner of
CH Investments & Wealth Management, has
created a team that offers years of investment
and insurance experience. Combined with the broker/dealer services of Sammons
Securities, LLC and the Advisory Services of
Sigma Planning Corporation, CH Investments &
Wealth Management is excited to assist in
attaining your individual financial needs. 
Following an
eleven-year career with Northwestern Mutual and
Edward Jones, Christopher Hass created C&H
Investment Concepts. In 2004, C&H was formed
with Winston Church; owner of Winston & Company
Benefits, Inc. Following the merger of Winston &
Company and Logan Lavelle Hunt Insurance Agency
in September 2006, C&H Investment Concepts
became known as CH Investments & Wealth
Management (CH). Chris is the managing partner
for CH. His understanding of financial markets,
and the needs of business
owners is his
strength. He has a wealth of knowledge
pertaining to the Business Owner’s needs related
to Benefits and Insurance. He is Series 7,
Series 6, Series 63, and Series 65 Licensed with
the National Association of Securities Dealers (NASD)
and has a Life and Health Insurance License with
the Kentucky Department of Insurance.
Our Mission
CH is properly positioned to help its clients
better manage their financial future because of
its independence .
CH does not offer a company bias towards
products or services, but
focuses on the
unique qualities and needs of the client. CH
offers over 8000 mutual funds, dozens of
retirement plans, common stocks and bonds,
Government securities, certificates of deposit,
and many other individual services. CH also
offers financial planning services using the
latest in Planning Software and Management
Tools. CH offers independent financial advice to
those wanting an honest and objective
consultant.
CH was started with
one very simple philosophy:
Know your client.
We would
like to ask you one simple question:
Should your consultant
have an in-depth understanding of your financial
needs and goals? If you, like
us, answered yes, we would like to offer our
services. It all begins with the first meeting.
We believe that in every
financial endeavor, the client’s needs should be
front and centered.
It all begins with a financial profile that will
help us to understand your personal goals and
objectives. As we move through the process,
this
relationship will only become stronger as we
work together to meet your financial needs.
We look forward to meeting with you soon.
Contact Us Our
office is located at 11420 Bluegrass Parkway,
Louisville, Kentucky 40299. Call us for an
appointment at 502-657-4800.
Securities offered
through Sammons Securities Company, LLC. Member
FINRA/SIPC. |