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Congratulations! You’re getting married! In addition to planning your ceremony and guest list, you may want to take this time do some advance work for financial planning. We often think of marriage as being all about romance, but at the same time, marriage is also a contract between two people to form a household, potentially to start a family, start businesses, or buy property. As we know that disputes over money are the #1 reason why marriages end in divorce, we have prepared this Pre-Marital

What Can an OCIO Help With? While hiring an Outsourced Chief Investment Officer (OCIO) may seem like it has a high initial cost, and may feel like you are possibly giving up control of your investments’ performance, it can actually be the opposite. Hiring an OCIO gives you access to experience and resources you may not otherwise have, while also freeing up time for other tasks and eliminating or reducing costs that will improve the value proposition and experience for the client. Learn more her

Acquisition strengthens Wealthspire’s Northeast footprint New York, March 23, 2023 – Wealthspire Advisors LLC, an NFP company and independent investment adviser, today announced a signed agreement to purchase Heron Financial Group, LLC dba Heron Wealth, a New York City-based wealth advisory firm that manages approximately $300 million in assets*. “We are delighted to welcome David Edwards and the Heron team to Wealthspire,” said Mike LaMena, Wealthspire’s CEO. “The addition of this experienced

As you continue on through what has hopefully been an exciting start to the year, it’s important to check in with yourself and your finances to make sure you are on track to achieve your goals. The following calendar is meant to provide some small steps each month that you can take to remain focused on your big picture financial plan. While it is not exhaustive, think of it as a template awaiting your customization and remember to revisit each of these areas next year too. January - As you begi

Financial Advisor Donna Levy is a powerhouse. With over 3+ decades serving clients, specializing in creating comprehensive financial and investment strategies that integrate investment, insurance, retirement, tax management, and estate planning.

Jake joins the team with extensive knowledge and expertise in complex tax law. He specializes in advanced income tax planning, estate planning, business structuring, tax controversies, international taxation, and structuring commercial and financial transactions. He brings several years of experience as an advanced planning attorney at a boutique tax firm where he serviced family offices and ultra-high net worth clients. In his role, he’ll be an essential part of counseling advisors who work