Christopher Walters Email & Phone Number

By working closely with individuals, families, and institutions, I help my clients create and implement a customized wealth management strategy. I believe in bringing an endowment investment approach to individual clients and developing tailored portfolios based on risk awareness and mitigation. Through extensive financial planning and periodic review, I assist clients in setting and prioritizing their goals; assessing their probabilities of success; strategically and tactically managing assets, liabilities, and cash flows; and ensuring their investment strategies are in line with their goals and expectations.For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

Listed skills include Retirement Planning, Estate Planning, Leadership, Financial Advisory, and 17 others.