Wealthspire Advisors is a financial planning and wealth management firm that provides personalized, comprehensive services to individuals, families, foundations, and institutions. With a client-centric approach, the firm focuses on building tailored financial strategies that align with each client’s long-term life goals and values. Wealthspire integrates investment management, estate planning, tax strategy, and retirement planning to create holistic, forward-thinking financial plans. A fiduciary by standard, the firm prioritizes transparency and objective advice, offering clients guidance free of conflicts of interest.

The firm’s team includes experienced financial advisors and Certified Financial Planners™ who bring deep industry knowledge and a commitment to ongoing education. Their service philosophy emphasizes strong client relationships and proactive communication. Wealthspire also provides specialized planning for executives, business owners, and LGBTQ+ individuals and families. As a subsidiary of NFP Corp., Wealthspire is backed by a national network while delivering boutique-level service. The firm is recognized for its commitment to financial literacy, supporting local communities through education initiatives and philanthropic engagement.

Website: http://www.wealthspire.com/

Key Services:

– Comprehensive financial planning
– Retirement planning and income strategies
– Investment management
– Estate and legacy planning
– Tax-efficient planning strategies
– Charitable and philanthropic giving advice
– Executive compensation and stock option planning
– Business owner financial planning
– Financial planning for LGBTQ+ individuals and families