Wealthspire Advisors

Financial Services

New York, NY 6,635 followers

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About us

Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 23 locations across the country. With a strong commitment to a fiduciary business model, the firm believes in connecting all parts of a client's financial life and delivering thoughtful, collaborative strategies that focus on what’s most important to them. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations.

Website: http://www.wealthspire.com
External link for Wealthspire Advisors
Industry: Financial Services
Company size: 201-500 employees
Headquarters: New York, NY
Type: Privately Held

Locations

Primary

521 5th Avenue

15th Floor

New York, NY 10175, US

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12435 Park Potomac Ave

Suite 500

Potomac, Maryland 20854, US

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11911 Freedom Dr

Suite 700

Reston, Virginia 20190, US

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709B Milwaukee Street

Delafield, WI 53018, US

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3835 PGA Blvd

Suite 1101

Palm Beach Gardens, Florida 33410, US

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330 E Kilbourn Ave

Suite 1219

Milwaukee, Wisconsin 53202, US

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10 Terrace Ct

Suite 103

Madison, Wisconsin 53718, US

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900 Bestgate Rd

Suite 200

Annapolis, Maryland 21401, US

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2505 E Evergreen Dr

Suite A

Appleton, Wisconsin 54913, US

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8170 Maple Lawn Blvd

Suite 100

Fulton, Maryland 20759, US

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360 Mount Kemble Ave

3rd Floor

Morristown, New Jersey 07960, US

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1405 Wesley Dr

Suite 32

Salisbury, Maryland 21801, US

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274 Riverside Ave

Suite 101

Westport, Connecticut 06880, US

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1 N Franklin St

Suite 3330

Chicago, Illinois 60606, US

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1 California St

Suite 200

San Francisco, California 94111, US

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100 Smith Ranch Rd

Suite 300

San Rafael, California 94903, US

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1700 Westlake Ave N

Suite 325

Seattle, Washington 98109, US

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2000 S Colorado Blvd

Tower One, Suite 9000

Denver, Colorado 80222, US

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29 S Main St

Suite 300

West Hartford, Connecticut 06107, US

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110 Country Estates Circle

Suite 3

Reno, Nevada 89511, US

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1640 Huguenot Rd

Midlothian, Virginia 23113, US

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Employees at Wealthspire Advisors

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Updates

Wealthspire Advisors

6,635 followers
1w
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Looking to optimize asset allocation strategies for your endowment or foundation? Join Benjamin Kille, Michael Moriarty, and Michael Delgass for a dynamic virtual discussion: Navigating the Market: Optimizing Asset Allocation for Endowments & Foundations. We'll cover: 🔷 The current market environment and its impact on nonprofits 🟨 Key economic and investment data 🔵 Strategies for risk management and asset allocation 👇 Register below #WealthManagement #Nonprofits #Endowments #Foundations #InvestmentStrategies

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Wealthspire Advisors

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As we celebrate the first day of Kwanzaa, we embrace Umoja (Unity) – a time to reflect on the strength found in togetherness, family, and community. This holiday reminds us to honor our roots, celebrate our heritage, and commit to collective growth and empowerment. May this season inspire us all to nurture our shared values and work towards a brighter future. Habari Gani? (What's the news?)🕯️✨ #HappyKwanzaa #FirstDayOfKwanzaa #Umoja #WeAreWealthspire
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Wealthspire Advisors

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As we begin the celebration of Hanukkah, we wish everyone a joyful Festival of Lights filled with peace, warmth, and cherished moments with loved ones. May this season bring light to your home and happiness to your heart. Chag Sameach! 🕎✨ #HappyHanukkah #FestivalOfLights #WeAreWealthspire
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Wealthspire Advisors

6,635 followers
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As we celebrate Christmas, we hope everyone gets the chance to spend time with loved ones, reflect on the joys of the season, and create lasting memories. Whether near or far, it’s the moments we share with family and friends that make this time of year truly special. Wishing you all a Merry Christmas filled with warmth, love, and happiness. 🎄✨
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Wealthspire Advisors

6,635 followers
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Heather Flanagan recently sat down with John Manganaro at ThinkAdvisor to discuss the evolving world of art investing and how it fits into multigenerational wealth strategies. In the article, 7 Trends in Art Investing by the Wealthy, Heather shares how Wealthspire’s Art InSpired initiative educates and empowers families to explore the intersection of art, finance, and legacy planning. From fostering art education for younger generations to navigating modern valuation and ownership trends, art is becoming a dynamic part of wealth conversations. We’re proud to lead these important discussions and support our clients’ diverse passions through innovative family office services. Read more about the seven emerging trends in art investing: https://lnkd.in/dsUKGgJM #ArtInvesting #LegacyPlanning #FamilyOfficeServices #WeAreWealthspire

7 Trends in Art Investing by the Wealthy

thinkadvisor.com

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Wealthspire Advisors

6,635 followers
1w
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Managing bills can be overwhelming in today's fast-paced world. If you’re thinking about hiring a personal bill pay service, here are three essential questions to consider: 1️⃣ How experienced are they? 2️⃣ What services do they provide? 3️⃣ How do they protect your personal data? These questions are just the start! For the full list of essential questions and insights on finding the right fit for your financial needs, check out the latest blog by J. Saunders Wiggins, CFP(R), AIF: https://lnkd.in/gKczwxev #WealthManagement #PersonalFinance #BillPay #WealthspireAdvisors

10 Questions to Ask Before Hiring a Personal Billpay Company

wealthspire.com

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Meet Taylor Stathis, CFP®, Senior Vice President at Wealthspire Advisors! With an untraditional path to financial advising, Taylor’s journey began as a history major who loved analyzing complex situations. Now, she leverages that passion to build strong client relationships and tackle the unique challenges presented by a diverse clientele, including athletes, executives, and homemakers. Taylor believes that the key to effective advising is providing clients with peace of mind. As she puts it, “One of the most important things that you can give to a client is really just peace of mind. Making sure that they know that you are on top of everything they need you to be.” #FinancialAdvisor #WeAreWealthspire

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Wealthspire Advisors

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📈 As 2024 comes to a close, what can investors expect moving forward? In this December update of #MarketsIn2Minutes, Connor Darrell, CFA from our Investment Team recaps the year’s market performance and shares insights into the positive economic outlook for 2025. 🌟 Connor also breaks down some key risks investors should consider as we head into the new year. 🎥 Watch the full video: https://lnkd.in/g8M5exVh #InvestmentInsights #MarketUpdate #WealthManagement

Markets in 2 Minutes - December 2024 - Wealthspire Advisors

wealthspire.com

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Wealthspire Advisors

Financial Services

New York, NY 6,635 followers

About us

Locations

Employees at Wealthspire Advisors

Bill Bockwoldt, CFP®, MBA, CEPA®

SVP, Advisor at Wealthspire Advisors

Sarah Hannibal, CFA, CPA

Fiduciary Wealth Planning and Management

John Kovacs

Managing Director, Wealth Advisor at Wealthspire Advisors

Greg Friedman

Senior Strategic Advisor, Wealthspire Advisors

Updates

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Affiliated pages

NFP, an Aon company

Lenox Wealth Advisors dba Wealthspire Advisors

Wealthspire Advisors Outsourced Chief Investment Officer Services

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