Meet Your Advisor

Chris Van Buren, CFP®, CPWA®

Financial Advisor | SixPoint Financial Partners

Chris works with high-net-worth individuals, business owners, and entrepreneurs to bring wealth, succession, and estate decisions together into one clear, coordinated plan.

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Chris Van Buren, CFP, CPWA
Professional Designation CERTIFIED FINANCIAL PLANNER™ Professional, CPWA®
Standard of Care Fiduciary Financial Advisor
585-895-7615 cvanburen@sixpointfp.com
1169 Pittsford-Victor Rd., Suite 120, Pittsford, NY 14534
CFP® and CPWA® Planning and private wealth credentials
Business Owners & Families Personal and company finances, planned together
Six Planning Areas Coordinated through one comprehensive process
Professional Overview

Financial planning should connect every part of your financial life.

Chris Van Buren provides financial advice and guidance to high-net-worth individuals and families, with a special focus on business owners and entrepreneurs. Working closely with this group has given him deep insight and perspective into the specific wealth management needs that come with building, running, and eventually transitioning a business.

For most owners, the business and the family balance sheet are rarely separate. Decisions about compensation, taxes, succession, and estate planning tend to affect one another, so Chris helps clients see how those pieces connect before choosing a direction.

He strives to provide clients with a breadth of strategies, attentive and responsive service, and the financial tools to help them pursue their goals in both their professional and personal lives. That includes working alongside clients’ attorneys, accountants, and other specialists so the plan is coordinated, not siloed.

As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Private Wealth Advisor®, Chris brings planning depth to the questions high-net-worth families face most often: how to structure their wealth, how to transfer it thoughtfully across generations, and how to prepare both the business and the family for what comes next.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S. CPWA® is a registered certification mark of Investments & Wealth Institute.

Where Chris Focuses

Planning for families whose wealth has many moving parts.

High-net-worth households and business owners tend to face decisions that affect one another. Chris concentrates on four areas where coordination matters most.

High Net Worth Planning

Investments, taxes, cash flow, and risk organized under one plan, so each decision is made with the full picture in view.

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Estate Planning

Coordination of beneficiaries, ownership, documents, and family communication, working alongside your estate attorney.

How We Approach Estate Planning

Business Succession Planning

Preparing the business, and the owner, for a sale, transfer, or transition well before the timeline is fixed.

Business Owner Resources

Multi-Generational Wealth Transfer

Helping families decide how, when, and to whom wealth moves, and preparing the next generation to receive it.

Listen to The Great Wealth Transfer
Who Chris Helps

Planning for the next important chapter

High-net-worth individuals and families who want their wealth coordinated under one plan

Business owners and entrepreneurs balancing company and personal finances

Owners preparing for the sale, transfer, or succession of their business

Families planning to pass wealth to children and grandchildren with intention

Clients who want their advisor, attorney, and CPA working from the same plan

An advisor in conversation with clients Grandparents in the garden with a grandchild A couple walking on the shore A road through open countryside
The SixPoint Approach

Six connected areas. One coordinated financial life.

Chris and the SixPoint team organize planning around the areas that most often shape a family’s ability to live well today and prepare confidently for tomorrow.

Investments

A strategy aligned with your goals, time horizon, income needs, and comfort with risk.

Retirement Income

A plan for turning savings, pensions, and Social Security into sustainable income.

Risk Management

Protection for the people, assets, and plans that matter most.

Tax Planning

Forward-looking decisions designed to improve coordination and reduce avoidable surprises.

Estate Planning

Thoughtful coordination of beneficiaries, documents, ownership, and family communication.

Custom Goals

Planning built around your family, priorities, opportunities, and definition of a meaningful life.

Planning Resources From Chris

Start with the questions most relevant to you.

Explore practical guides and specialty planning resources created to help you understand your choices before making important financial decisions.

Complimentary Featured Resource

Business Owner Financial Readiness Review

A private review of how your business, personal wealth, taxes, succession, and estate plan fit together, and where the gaps may be before a transition is on the table.

Designed for business owners and families with significant assets Connects the business, personal wealth, taxes, succession, and estate A calm, private conversation with no pressure or obligation
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SIXPOINT
FINANCIAL
PARTNERS
Business Owner Financial Readiness Review Chris Van Buren, CFP®, CPWA®
Video Resources

Business Owner Planning

Strategies connecting the business, the owner’s personal wealth, taxes, succession, and retirement.

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Video Resources

Protecting Business Value

What quietly erodes the value of a business, and what to review before an exit is on the table.

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Video Resources

Planning Across Generations

How the new accounts work for parents and grandparents, and where they fit alongside the savings tools families already use.

Explore The Great Wealth Transfer
Start a Conversation

Ready to bring the pieces of your financial life together?

Schedule a conversation with Chris and the SixPoint team to discuss what matters most to you and whether our planning approach may be a good fit.

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The information provided is for educational purposes and is not individualized investment, tax, or legal advice.