Why work with Wealthspire Advisors?

When it comes to advisors, you have plenty of choices.

So what distinguishes us from others?

We are Fiduciaries by Design

Both of our preceding firms have been practicing as fiduciary advisors since inception. As industry standards are debated and fiduciary care becomes better understood by investors, Wealthspire Advisors consistently aim to surpass what is expected and abide by the highest standard of advice possible.

We are small enough to be personalized while large enough to offer world-class resources.

Our growth has created centralized internal departments that focus on details of the client experience so that advisors can spend more time with their clients. The technology team optimizes reporting, an investment team exhaustively researches portfolio options, and a communications team prepares timely market information to educate.

Our Expertise is Our Strength

In a firm of 47 advisors, 57% are Certified Financial Planners. This far exceeds the national average of 20%. Our advisors and support staff also carry over 16 other credentials.

MEET OUR CFP PROFESSIONALS

% of Advisors Nationally holding CFP Designation

20%

% of our Advisors holding CFP Designation

60%

OUR TEAM

Learn more about our advisors and the team that supports them.

RECOGNITION

Accolades we receive are a testament to our dedicated team and principled approach.

Start the conversation

Reach out today to find out how we can help you.

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