About
Chris has more than 20 years of experience in the trust industry and specializes in post-death administration of estates and trusts. He understands that estate planning and administration can be an emotional time for his clients, so he focuses on getting to know the families he works with and understanding their specific needs, developing strong relationships, and delivering excellent client service. When Chris isn’t working, he volunteers his time and energy with Love, Inc., a nonprofit community service organization that provides services for those in need. He serves on the board of directors and was a past-president of the organization. Chris joined Wealth Enhancement Group in 2020 through the SVA Financial Group acquisition. In 2021 he also joined Wealth Enhancement Trust Services through the SVA Trust Company, LLC acquisition. Chris works in our Brookfield, Wisconsin office. Chris lives in Wauwatosa with his wife and has three adult sons. He enjoys running long distances, traveling with his wife, and listening to music.
- MBA, Marquette University
- BA, Marquette University
Education
- BA - Marquette University
- MBA - Marquette University
Resources from Chris Ponteri
Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation