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11420 Bluegrass Parkway
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About Us
CH Investments & Wealth Management
combines the broker/dealer services of Sammons
Securities, LLC and the Advisory Services of
Sigma Planning Corporation, a Registered
Investment Advisor.
Christopher Hass,
the managing partner, and
Robert Hill,
a registered representative, have joined to
create a team that offers 25 years of Investment
and Insurance experience. Along with their
assistant,
Juli Bobbitt,
we are excited to learn how we can better
understand and meet your financial goals.
Following an
eleven-year career with Northwestern Mutual and
Edward Jones, Christopher Hass created C&H
Investment Concepts. In 2004, C&H was formed
with Winston Church; owner of Winston & Company
Benefits, Inc. Following the merger of Winston &
Company and Logan Lavelle Hunt Insurance Agency
in September 2006, C&H Investment Concepts
became known as CH Investments & Wealth
Management (CH). Chris is the managing partner
for CH. His understanding of financial markets,
and the needs of business owners is his
strength. He has a wealth of knowledge
pertaining to the Business Owner’s needs related
to Benefits and Insurance. He is Series 7,
Series 6, Series 63, and Series 65 Licensed with
the National Association of Securities Dealers (NASD)
and has a Life and Health Insurance License with
the Kentucky Department of Insurance. Following a twelve-year career with Kentucky Farm Bureau, Hilliard Lyons, US Bancorp Investment Services, and PNC Investments, Robert Hill accepted a position with CH in July 2006. Robb was seeking the opportunity to offer independent advice that is focused on meeting his client’s needs. Robb’s understanding of asset allocation and portfolio analysis is his strength. Robb is Series 7, Series 63, and Series 65 Licensed with the FINRA and has a Life and Health Insurance License with the Kentucky Department of Insurance.
Our Mission
CH is properly positioned to help its clients
better manage their financial future because of
its independence CH was started with one very simple philosophy: Know your client. We would like to ask you one simple question: Should your consultant have an in-depth understanding of your financial needs and goals? If you, like us, answered yes, we would like to offer our services. It all begins with the first meeting. We believe that in every financial endeavor, the client’s needs should be front and centered. It all begins with a financial profile that will help us to understand your personal goals and objectives. As we move through the process, this relationship will only become stronger as we work together to meet your financial needs. We look forward to meeting with you soon.Contact Us Our offices are located at 11420 Bluegrass Parkway, Louisville, Kentucky 40299. Call us for an appointment at 502-657-4800.
Securities offered through Sammons Securities Company, LLC. Member FINRA/SIPC. |
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CH does not offer a company bias towards
products or services, but
focuses on the
unique qualities and needs of the client. CH
offers over 8000 mutual funds, dozens of
retirement plans, common stocks and bonds,
Government securities, certificates of deposit,
and many other individual services. CH also
offers financial planning services using the
latest in Planning Software and Management
Tools. CH offers independent financial advice to
those wanting an honest and objective
consultant.