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Christopher Snyder

Advisor at Elevation Point Wealth Partners, LLC

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Elevation Point Wealth Partners, LLC logo

Firm

Elevation Point Wealth Partners, LLC

Location

Denver, CO 80203

Credentials

CFA®

Industry experience

6 years

About

Christopher Snyder is a CFA® charterholder based in Denver, CO, with six years of industry experience. He has worked with Mount Yale Capital Group and Mount Yale Investment Advisors, LLC since 2004. He is affiliated with Elevation Point Wealth Partners, LLC, a multi-team firm that provides discretionary and non-discretionary investment advisory and financial planning services to individual investors, retirement plans, and other entities. The firm uses tactical, model-based asset allocation across various risk-targeted portfolios and operates multiple managed programs, including the Elevation Point Managed Volatility and Summit Portfolios.

Client services

Based on Elevation Point Wealth Partners, LLC

Portfolio management Selection of other advisers Consulting

Expertise

Based on Elevation Point Wealth Partners, LLC

Wealth management Tax-loss harvesting Private / alternative investments Cash flow / budgeting

Occupation focus

Based on Elevation Point Wealth Partners, LLC

Founder/Business Owner Executive

Demographic focus

Based on Elevation Point Wealth Partners, LLC

Mid-Career Professionals Approaching retirement

Fee options

Fixed

$500 to over $100,000 on a project basis

Project-based

$65-$500 per hour

Other

Account minimum: $100,000

Location

1580 Lincoln Street, Suite 680

Denver, CO 80203

Most active in

Colorado

Work history

Mount Yale Capital Group

2004 - Present (22 years)

Mount Yale Investment Advisors, LLC

2004 - Present (22 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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