What if your money was managed by people who see you at the Saturday game and care enough to call before the storm hits? We sit down with Christine Cox-West and Christopher Kenneally of Christopher Edwards Financial Associates to explore how true independence, fiduciary duty, and a rules-based, active process can reshape outcomes—especially when markets get loud and confusing.

The conversation starts with a rare origin story: lifelong friendships that became a firm, forged by a decision to go independent right before the 2008 crisis. That timing shaped everything. Chris breaks down their research-driven approach—outsourced analytics distilled by an in-house head of research—to tilt toward favorable asset classes and reduce downside in rough markets. No product quotas. No captive list. Just a clear mandate to protect capital, compound steadily, and avoid the “ride it out” trap that punishes investors nearing retirement. Christine brings a human lens, showing how full-spectrum planning—marrying insurance with investments, coordinating with tax pros and attorneys—turns confusion into clarity. From smart RMD guidance that relieved a retiree overnight to business-owner strategies that align entity structure, tax efficiency, and estate goals, the focus stays on real lives, not hype.

Across the episode, you’ll hear practical insights on active portfolio management, risk mitigation, and advanced planning that reduces taxes legally and transparently. You’ll also hear what makes a local, multigenerational practice durable: follow-through, straight talk, and an obsession with client peace of mind. If you’ve wondered whether an independent fiduciary, open-architecture model can both capture growth and soften drawdowns, this is your roadmap—crafted by neighbors who measure success in outcomes and trust, not headlines.

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Christopher Kenneally & Christine Cox-West
Christopher Edwards Financial Associates

Colts Neck Address
Colts Neck, NJ
9 Professional Circle, Suite 204
Colts Neck, NJ 07722
Office: (732)409-2644
Fax: (732)409-6731

Westwood Address
Westwood, NJ
345 Kinderkamack Road, Suite B, Westwood, NJ 07675
Office: (201) 383-0630
Fax: (201) 383-0633

christopheredwardsfinancial.com