Month: July 2019

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Financial Advisor Magazine Ranks Wealthspire Advisors Predecessor Sontag Advisory #53 in 2019 RIA Survey

New York, NY, July 23, 2019 – Sontag Advisory, a leading financial planning and investment advisory firm, announced that it ...

Kevin Smith to Speak at InVest Digital Wealth Management Event

Kevin Smith to Speak at In|Vest Digital Wealth Management Event Rockville, MD, July 11, 2019 — Wealthspire Advisors, an independent ...