Unclaimed
Christopher Wolfe is a Certified Financial Planner and Chartered Financial Analyst. Christopher has been in the financial services industry since 1992. Christopher is currently employed by Pennington Partners & Co., LLC. Christopher works with high-net-worth individuals, pooled investment vehicles, and other investment advisors. Christopher is licensed in Maryland.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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MD
01/31/2025 - Present
Pennington Partners & CO., LLC (BETHESDA MD)
Active
Inactive
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