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.
% of Advisors Nationally holding CFP Designation
% of our Advisors holding CFP Designation
Learn more about our advisors and the team that supports them.
Accolades we receive are a testament to our dedicated team and principled approach.