Wealthspire Advisors

Wealthspire Advisors, founded in 1995 and based in Westport, CT, is a comprehensive wealth advising firm that specializes in optimizing financial lives for a diverse clientele, including individuals, families, executives, and business owners. With a team of 370 professionals and $294 billion in assets under management, they are dedicated to delivering tailored financial planning and investment solutions to meet the unique aspirations of their clients.

The firm emphasizes a personalized client experience, ensuring that each relationship is built on a thorough understanding of individual goals and aspirations. Wealthspire Advisors also offers a range of services, including estate planning, charitable giving, and ESG investing, supported by an internal team of experts focused on identifying the best investment strategies.

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