A third-generation Arizona native, Chris Nowack has been in the financial services industry for the last decade and has helped over 1,000 clients with retirement and estate planning. He guides individuals and families forming trusts to protect their assets to provide a stable legacy for the next generations.
Before joining Trajan Wealth, Chris grew his private financial practice for his long-term clients, mitigating tax implications with efficient tax lot harvesting and charitable contributions, while prioritizing clients’ goals for retirement and their estate. Chris comes from a 30 year background developing income real estate portfolios for income distribution, 1031 and final sale in an tax efficient manner for clients and the beneficiaries. Chris takes pride in helping clients make well informed decisions, while being able to talk about investing in a practical and straight-forward way.
Chris's Hometown
Scottsdale, AZ
Favorite Food
Italian
Favorite Hobbies
Outdoor activities such as UTV off roading and practicing at the shooting range. Also loves to fly as a pilot.
Quote
“Perfection is not attainable, but if we chase perfection we can catch excellence.”~ Vince Lombardi
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