SANTA MONICA, Calif.–(BUSINESS WIRE)–Angeles Wealth Management, a national wealth management firm serving generationally wealthy families, is pleased to announce the promotion of Chloe Wohlforth, CFP, to Partner. Based in New York, Wohlforth leads the firm’s financial planning program and carries out client engagement responsibilities across the country.
Wohlforth has proven instrumental in developing the fast-growing firm’s personalized discretionary portfolio and wealth management services. With more than a decade of experience as a financial advisor, she is adept at educating clients about how to approach financial decisions that equip them to meet their goals at every stage in life.
“Financial advice is inherently personal, and I’m honored to be entrusted with helping my clients reach their aspirations and objectives,” said Wohlforth. “I’m deeply appreciative of the opportunity to serve them and to be named partner at a firm that shares my commitment to clients’ needs. Being a financial advisor is truly rewarding; our work helps families unite around shared visions and goals.”
Specializing in working with individuals, families, trusts, estates and their related philanthropic entities, Angeles Wealth is attuned to the complexities associated with intergenerational wealth. Its clients gain access to an institutional-caliber investment process and opportunity set by investing alongside its affiliate Angeles Investment Advisors. Wohlforth is responsible for working with select private clients to help build, implement and execute personalized wealth plans that reflect their unique situations.
“It’s inspiring to see the energy and passion Chloe brings to helping the families we serve,” said Jonathan Foster, President and CEO of Angeles Wealth. “During a period of significant growth that has seen our team and client footprint expand in tandem, Chloe has emerged as a true leader. Her technical acumen, combined with her ability to tap into clients’ innermost needs, make her a tremendous asset to Angeles.”
Before joining Angeles Wealth, Chloe was a Senior Advisor at Bridgewater Advisors, an independent registered investment advisor. Prior to Bridgewater, Chloe advised families at independent wealth management firm and national trust company Chilton Trust. She received her master’s degree in art business at the Sotheby’s Institute of Art in London and her bachelor’s degree in art history from Princeton University.
Headquartered in Santa Monica, Angeles Wealth expanded to New York in 2019, with Wohlforth opening this East Coast office alongside fellow partner Harry Grand. The firm continued its growth trajectory in 2022, opening new offices in Chicago and Houston. For more information about Angeles and its sophisticated, customized, global investment solutions and wealth management services, please visit angelesinvestments.com.
About Angeles Wealth Management
Angeles Wealth Management is the private wealth affiliate of multi-asset institutional investment advisory firm, Angeles Investment Advisors, LLC, providing the same institutional quality investment solutions to select private investors and families. Angeles Wealth works with each client to understand their unique needs, including generational planning, family dynamics and long-term goals. Angeles Investment Advisors was founded in 2001 and Angeles Wealth founded in 2011, and has locations in Santa Monica, New York City, Chicago and Houston. For more information about Angeles Investments, follow us on LinkedIn or visit angelesinvestments.com.
