Profile

Chris J Roe

Phone: (412)855-5050
Fax: 855-824-7471

Biography

Prior to starting Rx Wealth Advisors, Chris was at Waldron Private Wealth for more than 14 years serving as a Partner & Managing Director where he specializes in tax, philanthropy and estate planning; the structuring of inheritances; and ensuring business continuity. In this way, he helps clients and their heirs establish their family vision and to be better stewards of their wealth, a tax consultant at Ernst & Young, where he gained incalculable experience in public accounting, tax accounting and financial planning services. Chris is a speaker at industry conferences and a contributor to Bloomberg, Barron’s, Financial Advisor Magazine, The Wall Street Journal and other national publications. He is a member of Washington & Jefferson College’s Admission Council, a mentor to business and accounting students, and serves on the Board of Directors of The Bradley Center. Chris is also a Mason and an avid golfer. Education & Certifications M.S. Taxation, Duquesne University B.A. Accounting, Washington & Jefferson College Certified Public Accountant, Personal Financial Specialist

Organizations

Founder & CEO
Rx Wealth Advisors, LLC
Presto, PA

Credentials Held

PFS - Personal Financial Specialist Credential

CPA Licenses Held

PennsylvaniaSince 04/10/2001

Education

Areas of Expertise

Advisory/Consulting
   Performing an Advisory Engagement (planning, performance, reporting, QC)
Personal Financial Planning -  Tax/Estate/Retirement/Risk Management/Investment
   Cash Flow Planning
   Charitable Planning
   Closely Held Business Planning
   Education Planning
   Elder Planning
   Employee Benefits/Executive Compensation
   Estate, Gift and Wealth Transfer Planning
   Fundamental Financial Planning Knowledge & Skills
   Individual Tax Planning
   Insurance Planning/Risk Management Planning
   Integrated Personal Financial Planning
   Investment Planning (withouit AUM or product sales)
   Retirement Planning
   Significant Event Planning (Marriage, Divorce, Family Additions, Death, etc.)
   Wealth Management/Investment Advisory Services
Tax
   C Corporation Income Taxation
   Employee Benefits
   Individual Income Taxation
   International Tax
   IRS Practice & Procedure
   Partnership Taxation
   S Corporation Income Taxation
   State & Local Tax
   Tax Ethics & Standards
   Tax Exempt Organizations
   Tax Practice Management
   Taxation of Estates and Trusts