PlanWithChris.com is a site to highlight the potential of working personally with Christopher Grande, MSIM, CFP®, RMA® who is Principal of Walnut Hill Advisors, LLC, a registered investment adviser ("RIA" in industry lingo) offering advisory services in the State of Massachusetts and in other jurisdictions where exempted. RMA® is a registered trademark of the Retirement Income Industry Association. More information on RMA® and RIIA at www.rii-usa.org.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Chris Grande, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites.
Advisory services are offered through Walnut Hill Advisors, LLC, an investment advisor firm registered and domiciled in the State of Massachusetts. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.
Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with regulatory requirements if applicable.
Plain Sense Exhortation
Much of what is discussed on this site and on our corporate site www.walnuthilladvisorsllc.com, is generic in nature and should not necessarily be taken as advice specific to you. Please have the sense to consult an advisor, attorney, CPA etc before you execute any financial, legal or tax decisions - especially if you don't know what you are doing. It just makes sense to consult an expert first, doesn't it?
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For information concerning the status or disciplinary history of an investment advisor, or their representatives, a consumer should contact their state securities administrator or the SEC. Walnut Hill Advisors, LLC CRD number is 152729. For the latest ADV2A Advisor Brochure from Walnut Hill Advisors, go to the corporate site or call 888.278.9433.