All Authors

Recap The consumer, economy, and markets all proved resilient in the recent quarter and year to date. In a new narrative, the larger corporations and wealthier households may benefit from the higher interest rates due to their liabilities largely being fixed when rates were lower and now earning substantially more on the cash they have on hand. Thus, higher rates actually benefit many and propel the economy, not universally stall it as traditional thinking goes. The long-anticipated recession

Former Fidelity Advisor brings 15 years of experience helping clients in the Pacific Northwest navigate the complexities of their wealth New York, July 16, 2024 – Wealthspire Advisors LLC, an NFP company and independent investment adviser, today announced the addition of advisor Blake Barr to the team. Barr joins the firm’s established Seattle location and brings 15 years of experience serving high net worth clients in the Pacific Northwest. “Blake is an incredible addition to the growing

In episode 3 of the In Crowd podcast, Angela Giombetti visits with two awesome financial marketing creatives – Melissa and Steven Buffalohead of Buffalo Built Design. Learn more about the great work of Buffalo Built at https://buffalobuiltdesign.com/

Women of Wealthspire joined the conversation at the 2023 Women of Worth Summit hosted by Worth Magazine. The annual Women & Worth Summit gathers experts, industry giants, entrepreneurs, investors, and government officials for a day packed with conversations to empower, educate, and inspire women to amplify their worth. About Women & Worth Women & Worth is on a mission to accelerate progress toward a more equitable economy for women, closing the gender gap when it comes to

Veteran Portfolio Manager and Former Bank of America Private Bank Managing Director Adds Expertise in both New York and South Florida Markets New York, June 11, 2024 – Wealthspire Advisors LLC, an NFP company and independent investment adviser, today announced the addition of industry veteran and portfolio manager Michael J. Santo to the team. Mike, who oversaw portfolios for public company executives, business owners, philanthropic organizations, and multigenerational households in prior

When it comes to managing substantial wealth, especially across multiple generations, the complexity of financial needs and objectives increases significantly. Ultra-high net worth (UHNW) families often explore various strategies to ensure their wealth is preserved, grown, and transitioned smoothly. Two common structures in this realm are traditional family offices and family office services offered by wealth management firms. Understanding the differences between these can help families make i

RSUs are a form of compensation issued by employers to employees in the form of company equity, or shares. RSUs tend to be most common among mature public companies, particularly in tech and healthcare, given the relative convenience and popularity of them with employees. In addition, while startups and earlier-stage private companies tend to use incentive stock options (ISOs) and restricted stock, public companies often find these to be too expensive to offer to rank-and-file employees. RSUs a

Members of the Wealthspire team participated in Worth Cities Summit 2023 in Charleston, South Carolina in June. Here, Worth Magazine gathers remarkable thought leaders, philanthropists, entrepreneurs, and policy makers that play a huge role in developing thriving communities and nurturing rising cities. The conference offered a diverse range of panel discussions, keynote speeches, and networking opportunities for attendees, as well as opportunities to experience Charleston’s renowned culture an

The Wealthspire team was back at The American Express PGA Golf Tournament in Palm Springs — an incredible event featuring the world’s best golfers. This tournament has generated millions of dollars for nonprofit organizations dedicated to supporting Coachella Valley residents since 1960. Managing Director Frank Marzano is the Chairman of Impact Through Golf Foundation, a charity that strives to provide funding to organizations that support health and wellness, youth sports, family support, educ