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Episode 3 features an interview with Trevor Rozier-Byrd, the founder and CEO of Stackwell Capital, Inc., a fintech startup that seeks to eliminate the racial wealth gap by addressing Black underinvestment in America.

For Advisors, by Advisors: How Wealthspire Sets Itself Apart

In the past, I’ve received calls from clients who had already retired but decided to get back into the game and provide consulting services as an independent contractor. Part of the conversation was a discussion of the different approaches to consider in deferring income recognition and investing some of these newly earned funds in a tax efficient manner. Below we review some of the most common retirement savings strategies a self-employed person could utilize and explore the pros and cons of e

Amanda Phillips-DeSaverio, CFP® brings approximately $60 million in AUM and 30 clients New York, August 22, 2023 – Wealthspire Advisors LLC, an NFP company and independent registered investment advisor headquartered in New York, NY, today announced the addition of advisor Amanda Phillips-DeSaverio, CFP® to the team. Amanda joins the firm’s newly established Denver, CO location and will be working alongside colleagues from NFP. “Amanda is an outstanding addition to the Wealthspire family,” says