Wealthspire Advisors

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1635 Market St Ste 1600
Philadelphia, PA 19103
https://www.wealthspire.com

Wealthspire Advisors LLC is a registered investment adviser and subsidiary company of NFP Corp, offering comprehensive wealth management services to individuals, families, executives, attorneys, business owners, women investors, charitable investors, endowments, and foundations. With a team of over 300 professionals and $20.5 billion in assets under management as of September 30, 2023, Wealthspire Advisors is dedicated to optimizing clients' financial lives through personalized financial planning, investment strategies, and impact investing. Their client-centric approach revolves around building comprehensive plans tailored to clients' goals and supported by a team of experts who identify the best investment solutions.

As a trusted wealth advising firm, Wealthspire Advisors understands that financial journeys are not meant to be traveled alone. They offer guidance and support at every stage of life, including financial planning for executive compensation, life transitions, business sale succession, estate planning, charitable giving, and environmental, social, and governance (ESG) investing. Founded in 1995, Wealthspire Advisors has earned numerous awards and recognition for their expertise and commitment to client satisfaction. Their latest news and resources provide valuable insights into market commentary, financial success in the legal industry, planning for education expenses, and integrating financial planning with investor behavior.

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