Wealthspire Advisors

HistoryStarting in 1980, Brian Loy worked for a Bay Area financial services firm. For the next 10 years, he gained valuable planning experience and met some outstanding professionals. He estimates that he prepared and/or reviewed over 300 financial plans for executives, business owners and retirees. He was also involved in venture capital and emerging venture leasing business. In 1992, Brian and his wife returned to northern Nevada (both raised in Carson City) to start a family and enjoy the quality of life that the Reno/Tahoe area affords. For two years, Brian was a Financial Consultant for Shearson Lehman Brothers. During that time, he was also an officer for the Reno chapter of Certified Financial Planners and met the then- Director of Investments for an investment management firm specializing in orthodontic clientele. In 1994, Brian joined that firm as Director of Investments, and in 1995, was offered and acquired that investment advisory business and formed Sage Financial Advisors.SpecialtiesWe provide a range of financial services including wealth management, business services, retirement planning and personal financial services.

Art of Wealth Management, located in Reno, NV, specializes in a comprehensive suite of financial services including financial planning, retirement planning, investment management, estate planning, and tax planning. Their mission is to help clients define and achieve their unique versions of financial independence, whether they are young professionals, individuals preparing for retirement, or those already enjoying their golden years. With a focus on personalized strategies, Art of Wealth Management emphasizes understanding each client's financial goals and risk tolerance. Their team is committed to guiding clients through the complexities of wealth accumulation and legacy protection, ensuring that they have the necessary resources to maintain financial security throughout their lives. Generated from the website