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Chris Roe

Rx Wealth Advisors, LLC
Founder & CEO
croe@rxwealthadvisors.com
(41) 227-9007

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Chris founded Rx Wealth Advisors, LLC in 2019 to serve the complex needs of high-net-worth and ultra-high net-worth families. Chris routinely works with business owners, executives, and high-earning professionals.
 
During his 25-year tenure in public accounting and at an independent private wealth advisory firm, he honed his proficiency in navigating the complex financial and tax landscapes wealthy families face. This expertise has been invaluable in guiding ultra-high net-worth families through the intricacies of financial, business, tax, charitable, and estate planning, ensuring they maximize their financial advantages while safeguarding their assets.
 
His academic achievements, including a bachelor’s degree in accounting and entrepreneurial Studies and a master's degree in taxation, have provided a strong foundation in finance and tax-related matters. Chris is also a Certified Public Accountant (CPA) and holds the prestigious Personal Financial Specialist (PFS) certification.

About Us: Rx Wealth Advisors is a financial advisory firm focused on helping medical doctors, corporate executives, and business owners maximize their earnings, keeping more money in their pocket, and cultivating wealth so they can live the life they’ve earned and deserve.