Chris J. Roe, CPA/PFS
With over 23 years of experience in wealth management, Chris founded Rx Wealth Advisors to guide successful professionals, entrepreneurs, business owners and high net worth individuals and their families in making confident, informed financial decisions in an ever-evolving economic environment. By leveraging high-level critical thinking and problem-solving skills, Chris helps clients—ranging from physicians and attorneys to entrepreneurs and multi-generational families—navigate complex financial challenges and build lasting legacies.
Biography
Chris began his career at Ernst & Young and a regional CPA firm in Pittsburgh, focusing on tax and comprehensive financial planning. He later spent more than 17 years at Waldron Private Wealth, advising high-net-worth families on complex wealth management and multigenerational strategies. A CPA with the Personal Financial Specialist (PFS) designation, he has been featured in The Wall Street Journal, Bloomberg, and Barron’s, and is a frequent industry speaker. Chris serves on the boards of The Bradley Center, Healthways, Inc., and Washington County Habitat for Humanity. He holds a B.A. in Accounting from Washington & Jefferson College and an M.S. in Taxation from Duquesne University.
Practice Areas
Mr. Roe is distinguished by his ability to translate market insights into actionable growth strategies. He specializes in:
- Complex Tax-Aware Investing
- Multi Generational Wealth Transfer
- Tax Planning
Insights from Our Team.
