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Chris Ponteri | Wealth Enhancement Group

Chris Ponteri

Financial Advisor and Trust Officer

Series 65 Advisory Registration

Chris has more than 18 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 based on great client service along the way. He administers trusts and other fiduciary accounts for high net worth clients and their families, including trusts and other individually managed accounts as well as trust services without investment management. 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 as the treasurer and was a past-president of the organization. Chris joined Wealth Enhancement Group in 2020 through the SVA Financial Group acquisition. 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

Chris serves clients at our Brookfield, WI office.

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†Advisory registrations are held with Wealth Enhancement Advisory Services.

Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. Madison — John Q Hammons Drive, Appleton, Rockford & Brookfield office advisors are not affiliated with LPL Financial.

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