Pennington Partners & Co.

Pennington Partners & Co. President and CIO Christopher Wolfe recently sat down Jack Houghteling to discuss why U.S. investors should broaden their focus beyond domestic markets as global trade dynamics evolve, fiscal spending accelerates overseas, and valuation gaps widen. #Investing #GlobalMarkets #AssetAllocation #InvestmentStrategy https://lnkd.in/eVNMHx-B

We’re honored to share that Pennington Partners & Co. has again been nominated for the prestigious Family Wealth Report Awards 2025 in two categories: Multi-Family Office ($2.5 billion to $5 billion AUM/AUA) Private Client Investment Platform This recognition reflects our continued commitment to providing exceptional partnership, and support to the families and entrepreneurs we serve. We’re proud to stand alongside others in the industry who are driving innovation and setting new standards of excellence in wealth management. Congratulations to our team and thank you to our clients and peers for your continued trust. #FamilyWealthReport #WealthManagement #PenningtonPartners #PrivateWealth #Leadership #Innovation

There are a handful of ways to achieve substantial wealth: founding a company, becoming an executive and earning a high-end salary, or excelling in a world-class profession or skill. Yet, financial success alone doesn’t build a legacy; it requires investing in human capital just as much as financial capital.   As Brian Gaister points out for Kiplinger, those looking to extend their success across future generations must focus on raising capable heirs who are prepared to lead. This means fostering life skills such as adaptability and problem-solving, not just wealth preservation strategies alone. Overall, long-term success isn’t just about numbers - it’s about investing in and developing human capital within the family and the next generation.    https://lnkd.in/gQA4RzPM

When we opened the doors to our Houston office, we saw an opportunity to participate in the city's community of thriving businesses and entrepreneurs. Today, that move has driven major growth at Pennington Partners & Co., doubling our assets under advisement to $4 billion, with $1 billion in the Houston area alone.    The Houston Business Journal highlights our expansion and how Pennington is uniquely suited to fill unmet needs within investments, tax planning, estate planning, and comprehensive financial administration. With new hires like Christopher Wolfe as President and CIO - and plans to add upwards of 15 additional members to the team - our momentum in the area is only accelerating.    Check out the link below for the full story. 👇   https://lnkd.in/gkuRu-Fr

We are excited to share that Pennington Partners & Co. was honored once again at the 2025 Private Asset Management Awards!   In particular, we were recognized as the Best Family Office for Client Service and Best Multi-Family Office Under $25B.This is the fourth year Pennington has been recognized by the PAM Awards team for our growth and success as a leading family office, and is a testament to our team's dedication and unwavering commitment.   Congratulations to our team who deserves this recognition, and to this year’s other winners as well. Thank you also to the PAM Awards team for this acknowledgement.   #FamilyOffice #PAMAwards With Intelligence   https://lnkd.in/ejSRSunm

What if the best investment you make this year isn’t in your portfolio—but in yourself? Join us on Wednesday, February 12, from 12–1 PM ET for a special discussion: "Investing in You: Maximize Your Health ROI with Expert Tips for Thriving in 2025" Led by Jill Sheppard Davenport, Pennington's Director of Health & Wellness, and Nicole Clark-Ramirez, our Health & Wellness Specialist, this conversation will explore how strategic health investments can yield extraordinary returns in energy, productivity, and longevity. What to Expect: *Discover why Health is Wealth and how Pennington’s unique approach aligns financial success with well-being. *Get the top health and wellness trends for 2025, from wearables and lab testing to gut health—what works and what doesn’t. *Learn how to build high-ROI health habits that stick and avoid common pitfalls. *Engage in an expert Q&A on goal-setting, habit-building, and practical strategies for lasting change. This isn’t about quick resolutions—it’s about sustainable, meaningful change that fuels every aspect of your life. Can't attend live and would like the recording? Simply register below to input your info and receive the recording. https://lnkd.in/enSkEuCH

We're thrilled to announce that Garrett Alton, ChFC, CLU, CEPA has joined Pennington Partners & Co. as a Partner & Managing Director! Garrett will be joining our Leadership Team and is responsible for leading our growth strategy, strengthening our most important professional advisor partnerships, and ensuring a brilliant arrival experience for our new operating partner families. His depth of expertise in relationship management and strategic development will be a tremendous asset to our team—and a clear benefit to the valued families and partners we serve.   Please join us in extending a warm welcome to Garrett!

Exciting news from Pennington Partners & Co.! We are thrilled to share that Christopher Wolfe has joined the firm as President and Chief Investment Officer.   Previously, Chris served as Chief Investment Officer for First Republic Private Wealth Management before the firm’s acquisition by JPMorgan, where he subsequently became Chief Investment Officer for JPMorgan Private Wealth Advisors. Earlier in his career, he served as the Chief Investment Officer of the Private Banking and Investment Group at Merrill Lynch and Head of Global Equities for JPMorgan Private Bank. Chris is a graduate of Columbia University Business School as well as the University of Rhode Island. He is a CFP licensee and a CFA charter holder.   At Pennington, he will work closely with our co-founder and CEO Brian Gaister to lead the firm's investment process, platform, and firm growth.    Pennington continues our mission to elevate the lives of highly successful entrepreneurial founders and their families. We are honored to have Chris on board. https://lnkd.in/eC6Z95PZ

This holiday season, we’re delighted to share something special: the first annual Pennington Partners Health & Wellness Holiday Gift Guide! Because health is wealth! We curated our favorite wellness-inspired gift ideas (and included links to make your holiday shopping easy). It's filled with health-promoting, fun and delicious ideas from innovative companies. Hope you enjoy adding ideas to your shopping (and your wish) list! Head here to get the guide: https://lnkd.in/eN5z6auC

Reminder! Join us this Thursday, December 12, from 12-1pm ET for an insightful conversation with Alex Bean, co-founder of Divvy and author of Factory For Good: The Pitfalls of Prosperity and How to Avoid Them. After co-founding Divvy (now BILL) and achieving a highly successful exit in just four years, Alex set out to create a playbook for turning his life into a force for positive impact. Join us to hear what he's learned after conducting hundreds of interviews with entrepreneurs and exited founders about success, avoiding pitfalls, and creating a life with meaning and purpose. Can't attend live and would like the recording? Simply register to input your info and receive the recording. Link to register: https://lnkd.in/eaeSQDCF