Wealthspire Advisors

Wealthspire Advisors, based in New York, NY, offers wealth management and financial planning services catered to a diverse clientele, including individuals, families, executives, attorneys, business owners, women investors, charitable investors, and endowments. Their comprehensive approach to financial planning is centered on understanding each client's unique goals and developing tailored investment solutions.

With a team of over 370 professionals, Wealthspire Advisors provides expertise in areas such as financial planning, executive compensation, life transitions, business sale and succession, estate planning, and charitable giving. They pride themselves on delivering a client-centric experience, ensuring that clients feel supported and empowered on their financial journey.

Founded in 1995, Wealthspire Advisors manages over $29.3 billion in assets, reflecting a commitment to excellence and long-standing expertise in the financial industry. Through their ASPIRE platform, the firm engages in philanthropic initiatives, contributing to charitable causes and industry-focused giving efforts to make a positive impact on communities nationwide.

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