We’re proud to share that Wealthspire Advisors is a Premier Sponsor of the 2025 AMEX Golf Tournament, taking place January 13-19 in sunny Palm Springs, California. This incredible event combines exceptional golf, unforgettable fan experiences, and show-stopping entertainment, all nestled in the warmth of the Coachella Valley. We look forward to connecting with golf enthusiasts, fans, players, and our community during this exciting week. #WeAreWealthspire #AMEXGolf2025
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
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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
Employees at Wealthspire Advisors
Updates
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Frank J. Lavrigata, CFP® brings a unique mix of investment expertise and a client-first approach to his role at Wealthspire. Growing up near our Melville office and now raising his own family here, Frank’s deep roots in the community shape his dedication to understanding clients’ needs and delivering tailored solutions. Watch Frank share his journey, what drew him to wealth management, and why building strong client relationships is at the heart of what he does. #WeAreWealthspire #TeamSpotlight
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Internships are often the first step toward a rewarding career, and we’re thrilled to see Yoni sharing valuable advice with the talented participants of the BLX Internship Program. From researching the industry to showing curiosity about the field, these practical tips can help aspiring professionals make a lasting impression. We’re proud to support programs like BLX Internship Program that foster growth and create opportunities for the next generation. #WeAreWealthspire #Mentorship #CareerDevelopment
Applying for #internships can be nerve-wracking, but it’s often the first step toward building the career you’ve been working toward! During a recent panel with BLX Internship Program, I shared some advice for making a strong impression, from presenting yourself professionally to showing curiosity about the field. One key takeaway: doing a little homework—researching the firm, the industry, and your desired career path—can go a long way. #FinanceCareers #ProfessionalTips Wealthspire Advisors
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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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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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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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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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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