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Financial Guidance to Move Life Forward

Wealthspire – your partner advising you on how to navigate complexity with clarity and care.

We are a fiduciary, fee-only firm serving clients across the United States.

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Our 6 Step Planning Process
Schedule consultation
with an advisor

Relationships begin with $250,000 in investment assets for clients younger than 35; $500,000 for clients younger than 40;
$750,000 for clients younger than 50; $1 million for clients 50 and older.

Our Latest News & Resources

Family Office Philanthropy and Impact

Incorporating philanthropy planning and giving into the family office structure is a powerful tool to help transform communities and create lasting legacies. For family offices, philanthropic giving has benefits beyond strictly financial. See…

You’ve Maxed Out Your 401(k). Now What?

Congratulations on maxing out your 401(k)! You’re well on your way to…

Inherited IRA Required Minimum Distributions…

Purpose The Wealthspire Advisors Financial Planning Committee has…

Reflections on a Summer Internship at…

Written by 2024 Summer Wealth Management Intern Greta Panke…

Benefits of Family Office Services

When it comes to managing substantial wealth, especially across…

Our Firm at a Glance

$27.4B

ASSETS UNDER MANAGEMENT*

1995

YEAR FOUNDED

350+

PROFESSIONALS

*Reflects combined AUM as of 6.30.2024 for Wealthspire Advisors LLC and its subsidiaries.