From IBM VP to Advisor: How Stephanie Carmel shifted gears to pursue her passion of becoming an advisor.
After a successful career at IBM Corporation, holding leadership positions in sales and sales operations, Stephanie Carmel had an “aha” ...
Money Dates: Financial Considerations When You Combine High-Income Households
As advisors, we know that money is a leading cause of friction in many relationships, but it doesn’t have to ...
4 Common Questions About Long-Term Care
A client of mine has been dealing with her aging father and his cognitive decline over the past few years. ...
Wealthspire Advisors Partners with Feeding America Eastern Wisconsin
New York, February 21, 2023 – Wealthspire Advisors LLC, an NFP company and independent registered investment adviser firm, today announced ...
Leadership Redefined: Michele Walthert’s journey from financial advisor to RIA leadership
Michele Walthert grew up in Switzerland. When her father suggested she “broaden her horizons” and go to college in the ...
Markets in 2 Minutes – February 2023
In this edition of Markets in 2 Minutes, Chris Maxey of the Investment Team explains what’s been going on in ...
Winter 2023 Market Recap & Outlook
After a difficult year for the markets, our team discusses some of the investing trends that made headlines in 2022 ...
Wealthspire FOS Wealth Strategy Team in Action: Client Stories
Background Daniel and Michelle are in their 70s, have 4 children and 7 grandchildren, and a net worth around $60M. ...
Wealthspire FOS Wealth Strategy Team in Action: Client Stories
Background Louise and Johnny are in their 50s and have a blended family with 3 children (2 of whom are ...
