Our History

We’re Fiduciaries

Wealthspire Advisors is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to achieve their financial aspirations. With an independent business model that offers no proprietary products or sales incentives and a deep bench of experts structured to collaborate around client needs, our team thrives on solving for the complexities of our clients’ financial lives.

Our Story

It started with a common mission – serving others to make lives better.

In May 2019, Sontag Advisory acquired Bronfman Rothschild, a transaction which created a 120-person network of financial advisors, investment professionals, and specialists. Just five months later in October 2019, the combined firms rebranded with one unified voice and a new name: Wealthspire Advisors.

Since that time – and during a global pandemic – the firm nearly doubled in size through various acquisitions and integrations, now overseeing 22 offices in 12 states with more than 300 employees across its entities.

As we’ve grown, we always come back to one commonality – we are all driven to make a difference in the lives of our clients. We also believe that our greatest asset is our people, and we are committed to creating a culture that is integrated, inclusive, future-focused, flexible, and empowering.

We are Wealthspire.

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