What do you aspire to?

Our team can help you get there.

Sontag Advisory and

Bronfman Rothschild are now

Wealthspire Advisors.

Our new brand name reflects our shared belief that our clients’ aspirations come first. Together, we have built a practice around tailored service and a driving desire to make a difference in the lives of those we work with.

LEARN MORE ABOUT OUR COMBINATION

The Client Experience

Advice and service should be as unique as the individual.

LEARN ABOUT OUR APPROACH

FINANCIAL PLANNING

Each relationship begins with a comprehensive plan built on a thorough understanding of your goals.

INVESTING

Our advisors are supported by an internal team of experts dedicated entirely to identifying the best possible investment solutions for clients. 

Our Combined Firm at a Glance

$10B

Assets Under Management
(as of 9/30/19)

1995

Year founded

125+

Professionals

$10B

Assets Under Management
(as of 9/30/19)

1995

Year founded

125+

Professionals

Recognition & Awards

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