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

Articles by topic

Blog

While most financial advisors recommended staying the course when the news of the COVID-19 pandemic hit last March, many investors opted to sell off stocks and go to the safety of cash. If you’re one of the people who sold in the wake of the pandemic, don’t feel guilty that you may have missed out on some investment gains due to the timing of your decision.
Chris Ponteri

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