Christopher Begbie
Wealth Advisor
708-393-7747 christopher@begbiewealth.com
As your income and net worth grow, financial decisions become more complex. Taxes, retirement timing, healthcare costs, estate planning, and investment strategy start to intersect. Our role is to help you make those decisions intentionally, before they become costly mistakes.
Who We Serve
Begbie Wealth Advisory works best with:
Physicians, surgeons, dentists, and medical professionals
High-income families and executives
Pre-retirees approaching retirement
Retirees seeking tax-efficient income strategies
Families focused on long-term wealth and legacy planning
We intentionally limit the number of clients we serve to provide proactive, personalized guidance.
Planning First Wealth Management
We believe financial planning comes first. Investments matter, but they are only one piece of a successful plan. Every recommendation is built around how your money supports your life, your family, and your long-term goals.
Our planning process focuses on:
Retirement planning for pre-retirees within 5–10 years of retirement
Tax-efficient strategies for high-income earners and physicians
Coordinated investment and withdrawal planning
Healthcare, Medicare, and long-term care planning
Estate, legacy, and charitable planning
Led by a CFP® Professional
The firm is led by Christopher Begbie, CFP®, a CERTIFIED FINANCIAL PLANNER® professional with advanced training in retirement planning, tax strategy, investments, estate planning, insurance, and fiduciary ethics.
For physicians and high-income professionals, this level of expertise matters. Your financial life cannot be managed effectively in silos.
What to Expect
Clients can expect personalized advice, transparent fees, and clear explanations. We focus on reducing uncertainty, improving outcomes, and giving you confidence in your financial decisions.
Your wealth should serve your life. Our job is to make sure it does.