In “Why LLCs and General Partnerships Offer Flexible Planning Opportunities,” Eric Dostal J.D. CFP® breaks down how these structures work, where they still show up, and the risks and opportunities they present for estate and tax planning. Whether you're working with a legacy entity or setting up something new, the details matter. Read more: https://lnkd.in/gMZ7HUR5 #EstatePlanning #LLC #BusinessPlanning
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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As we wrap up the summer, we want to extend a heartfelt thank you to our incredible interns. From day one, you brought energy and curiosity to everything you touched. Whether you're heading back to school or continuing on your journey, we’re so proud of all you’ve accomplished and excited to see what’s next for each of you. Thank you for all your hard work and best of luck as you take your next steps!
We’re thrilled to welcome our summer 2025 intern class to Wealthspire, joining us from across the country and supporting teams in a variety of departments. Over the course of the summer, they’ll gain hands-on experience, contribute to meaningful work, and get a firsthand look at what it’s like to build a career in wealth management. We’re proud to invest in the next generation of talent, and we can’t wait to see how this impressive group will grow. Help us give them a warm welcome! 👋 Angelina Marzano, Caroline Nelson, Marco Marzano, Julian Murcia, Alexander Ammerman, Liam Smith, Rylan Moraes, Alexandra Parke, Bryan Montoya, John Brillo, Mya Abate, Alex Ramirez, Ashley Villani, Olivia Huntley-Robertson, Andrew Escobar, Mya Fedash, Cody Chamberlain, Parker O'Keefe, Ella Duel, Breanna Witt, Dax Brown, Ethan Wigutow, Abby Malone, Ashley Ferguson, Julia Casper, Elizabeth Lees, Hannah McLauchlin, Reid Stowell, Lacey Brundige, Ethan Howard, Colin Kennedy, Morgan Hodorski #InternshipProgram #WealthManagement #FutureLeaders #CareerGrowth
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We’re proud to support the Cristo Rey De La Salle community and help students explore their potential. Opportunities like this allow students to grow their confidence, connect with professionals, and take meaningful steps toward their future. Thank you to our team members who brought this to life for the Class of 2029. #WealthspireGivesBack #FutureLeaders #Mentorship
Super impressed by the Cristo Rey De La Salle High School Class of 2029! Over the past week, we had the opportunity to visit campus twice to support students as they refined their elevator pitches and explored future career paths. These experiences are so valuable - giving students the chance to build confidence, engage with professionals, and discover new industries and possibilities. It’s inspiring to witness their growth and curiosity firsthand! Thank you to my Wealthspire Advisors colleagues Kwame Baffo-Gyan and Ethan Howard for joining me and to the Cristo Rey De La Salle team (Stephen Murphy, Kristin Thomas, Crís Alberto) for their hospitality. #FutureLeaders #Mentorship #WealthspireGivesBack
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As the definition of “presence” in the workplace shifts, so do the ways professionals can remain visible and build meaningful careers. Kelly brings valuable perspective to how remote employees can take ownership of their path forward. Read the full USA Today piece below.
I recently spoke with Rachel Barber at USA Today about how remote work isn't fading - it’s evolving. Despite CEOs favoring in-office presence, remote professionals can still thrive with strategic career management and visibility. From proactive communication to mentorship and financial planning, this article offers a roadmap for staying competitive from anywhere. USA TODAY Rachel B. Read the full piece here: https://lnkd.in/gEfjE6sj #RemoteWork #CareerPlanning #WomenInWorkforce #WorkplaceTrends
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Missed our latest Financial Foundations session? Investing 201: Beyond the Basics is now available to watch on demand. Led by members of our Investment Team, this session builds on core concepts to help viewers take the next step in their investment journey. Topics include asset allocation strategies, investment selection, and how behavioral finance can impact decision-making. Watch the full recording here: https://lnkd.in/gBzRs3ze #Investing #FinancialEducation #FinancialFoundations
Financial Foundations Session 3 - Investing 201: Beyond the Basics
https://www.youtube.com/
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Proud to see our West Region recognized by the San Francisco Business Times as one of the Bay Area’s top corporate philanthropists. This honor reflects the team's ongoing commitment to showing up for the communities they serve. Congrats to everyone involved and thank you to Cristo Rey De La Salle for joining us at the celebration. #WeAreWealthspire #WealthspireGivesBack #CorporatePhilanthropy
Senior Marketing Coordinator, West Region | Master of Management in Hospitality, Minor in Real Estate, at Cornell University’s SC Johnson College of Business | Fluent in English, French
The West Region is honored to be recognized as one of the Bay Area’s top corporate philanthropists by the San Francisco Business Times! Giving back is at the heart of our mission at Wealthspire Advisors, and this acknowledgment reflects the dedication of our team and partners who make it possible. Thank you to our team and community partners for helping us turn giving into lasting impact across the neighborhoods we call home. And thank you to our community partners at Cristo Rey De La Salle for joining us at the awards ceremony! See the full list here: https://lnkd.in/gVNrQ3dg #WeAreWealthspire #WealthspireGivesBack #CorporatePhilanthropy
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As a sponsor for the Overture’s 2025–2026 season, Wealthspire is honored to help make performances and experiences more accessible to all. We look forward to a season filled with inspiration and connection!
What a wonderful evening for Jennifer Giemza, CFP®, CEPA and I to attend Take the Stage at Overture Center for the Arts. We celebrated the generosity of donors and the many achievements accomplished as a result of those donations. I am proud that Wealthspire Advisors is a sponsor for the 2025-2026 season. Check out the galleries and stop by the dining lounge throughout the season. I even got to say Hi to @zorbapaster!
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Selling your business is one of the biggest financial decisions you'll make. Planning ahead is key. In her article, Gail Harris, CFP® CIMA® shares how financial advisors can help business owners prepare for a successful exit by offering guidance early in the process and staying involved long after the deal is done. Read the full article: https://lnkd.in/g-7NTfuy #ExitPlanning #BusinessOwners #FinancialPlanning
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At our recent Women, Money, and Wealth event in San Francisco, more than 80 women gathered for an evening centered on connection and candid conversation. With insights from a thoughtful panel and meaningful contributions from attendees, the discussion explored how we define wealth and how to take ownership of our financial lives while encouraging more open dialogue around money. It was an energizing evening, and we're looking forward to creating more spaces for conversations like these. #WomenInFinance #FinancialConfidence #WomenAndWealth #WealthWithPurpose
This week, Wealthspire Advisors convened more than 80 women at The Battery, SF for an uplifting evening about Women, Money, and Wealth (the kind that extends beyond what’s in the bank). Thank you to our exceptional panelists, Sheila Schroeder, Marcie Elias, Katie Burke, and Sarah Wotherspoon, MS, CFP®, CDFA®, for bringing their true selves and sharing real stories. We also thank our dynamic attendees for the engaging questions, brilliant ideas, and open conversations. Key takeaways: ➡️ Taking Radical Responsibility for yourself ➡️ Great money conversations can focus on strategy without naming figures ➡️ Your friends probably want to talk about this, too What money conversations do you wish you were having more of? Let me know and reach out if you want to participate in future events. Great spending time with Erinn Andrews, Lily Bragg, Jaimi Cortes, MBA, Jenny Rios, Sonali Kothari, Janine Firpo, Alexis K. Glaser, CPA, MST, Caitlin Meredith, Janette Brooks, Kristin Economou, Oona Rokyta 🎗️, Tierney Henderson, CFP®, Chloe Rebuffel, Rebecca Möller and more.
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We’re proud to celebrate Chris Maxey, CAIA, for being named one of the Elite Alts Allocators, recognizing his leadership and strategic impact across the investment landscape. Chris’s dedication to thoughtful portfolio construction and delivering value to clients continues to set a high bar. Congratulations, Chris! #InvestmentLeadership #WeAreWealthspire
Congratulations to Chris Maxey, CAIA of Wealthspire Advisors on being named as one of our Elite Alts Allocators, celebrating their leadership and strategic impact within the institutional alternatives space. This list highlights senior professionals from Public Pension Funds, Endowments, Foundations, Insurance Groups, and Private Wealth Firms who are leading the way in allocating to private equity, venture capital, real assets, hedge funds, and other alternative asset classes. Read more ➡️ https://hubs.li/Q03wBqVm0 #MarketsGroupEliteALTS
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