Business Details
31 Years
experience
Your Trusted Partner for Comprehensive Financial Planning and Investment Management
Wealthspire Advisors is a client-centric wealth management firm driven by the financial aspirations of our clients. Since our founding in 1995, we have prioritized personalized financial planning and investment management, leveraging a team of over 380 professionals to deliver tailored solutions. Our independent business model eliminates proprietary products and sales incentives, ensuring our focus remains solely on addressing client needs. We specialize in comprehensive financial planning, including estate planning, executive compensation strategies, and life transitions, supported by expert teams dedicated to optimizing investment outcomes.With $33 billion in assets under management as of 2025, we combine deep industry experience with a collaborative approach to solve complex financial challenges. Our commitment to inclusivity and recognition as a trusted advisor underscores our dedication to helping individuals, families, and institutions achieve long-term financial success. Headquartered in New York, we serve clients nationwide through offices in 15 states, offering localized expertise while maintaining a unified, client-first philosophy.
Services
Financial Planning
Investment Management
Estate Planning
Executive Compensation
Life Transitions
Impact Investing
Family Office Services
Client Reporting
Details
- Year established: 1995
Highlights and features
- We have 380+ experienced financial professionals dedicated to client success.
- Our $33 billion in assets under management reflects proven expertise and trust.
- We operate without proprietary products or sales incentives for unbiased advice.
- We specialize in complex financial planning for life transitions and estates.
- Our nationwide presence combines local expertise with centralized resources.
Services
Financial Planning
We create customized financial plans addressing goals, risk management, and tax-efficient strategies. Our advisors analyze your unique situation to build roadmaps for long-term stability. Services include retirement planning, education funding, and cash flow management.
Investment Management
We design diversified portfolios aligned with client risk tolerance and objectives. Our strategies incorporate global equities, fixed income, and alternative investments. Ongoing monitoring ensures portfolios adapt to market changes and evolving client needs.
Estate Planning
We help clients preserve wealth across generations through trusts, wills, and tax-efficient gifting strategies. Our specialists coordinate with legal and tax professionals to minimize estate taxes and ensure smooth asset transfers.
Family Office Services
We provide comprehensive support for high-net-worth families, including multi-generational planning, philanthropy, and concierge services. Our team coordinates complex financial matters to simplify wealth management for clients.
Impact Investing
We integrate environmental, social, and governance (ESG) factors into investment strategies. Clients can align portfolios with personal values while maintaining financial objectives through rigorous impact assessment frameworks.
People
Ben Tanner
Marketing Executive
Ben Tanner leads financial services marketing initiatives at Wealthspire Advisors, leveraging storytelling expertise to build brand awareness. With a background in financial media, he develops content strategies that educate clients and highlight advisor expertise.
Heather Flanagan
Special Needs Planning Expert
Heather Flanagan specializes in special needs planning, guiding families through educational and financial strategies for children with disabilities. Her work focuses on creating secure futures through trusts, government benefits planning, and educational advocacy.
Rich Yam
Estate Administration Specialist
Rich Yam advises on estate administration, helping executors navigate probate and asset distribution. With over 20 years of experience, he streamlines complex estate settlements while minimizing tax liabilities for beneficiaries.
Questions
What services does Wealthspire Advisors offer?
We provide financial planning, investment management, estate planning, executive compensation strategies, and family office services tailored to individual client needs.
How does Wealthspire Advisors approach client relationships?
We prioritize personalized plans built on understanding client goals, supported by a team of experts focused on long-term financial success.
What is Wealthspire Advisors' investment philosophy?
Our approach includes diversified strategies, impact investing, and outsourced chief investment officer services to optimize client portfolios.
How can I schedule a consultation?
Visit our website to book a complimentary consultation with a Wealthspire advisor at your preferred time.
Where is Wealthspire Advisors located?
Our headquarters are in New York, NY, with offices in 15 states including California, Florida, and Illinois.
What sets Wealthspire Advisors apart from competitors?
We combine independence, no proprietary products, and a collaborative team of 380+ professionals managing $33 billion in assets.
