Christopher Sneed

As a Private Wealth Advisor at Third View Private Wealth, I specialize in helping medical professionals and skilled trades professionals navigate the complexities of wealth management.

With more than a decade of experience in the medical services industry before transitioning into finance, I bring a unique understanding of the personal and financial challenges faced by those who dedicate their lives to serving others. I know how demanding these careers can be—from long, irregular hours to unpredictable income—and I’m passionate about providing tailored financial strategies that bring clarity, stability, and long-term success. My approach is hands-on and relationship-driven. I take the time to truly understand each client’s goals, values, and lifestyle so that every solution we build is aligned with what matters most to them. My core focus areas include investment management, retirement planning, and tax-efficient wealth preservation. I work closely with clients to optimize their financial lives—whether that means planning for retirement, building generational wealth, or protecting assets during periods of transition or uncertainty. I strive to offer practical, sustainable strategies that evolve as life and career demands change. Before joining Third View Private Wealth, I worked at Procyon Partners, where I advised high-net-worth individuals and families. I also held roles at Baker Tilly and Merrill Lynch, where I built a strong foundation in both investment strategy and holistic financial planning. What drives me is a continued desire to help people—just as I did in healthcare. Outside of work, I prioritize wellness, enjoy traveling, and value quality time with my family. Third View Private Wealth is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and search for our firm name. ADV Form 2B is available upon request. Neither the information nor any opinion expressed it so be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice.