Wealthspire Advisors Launches Digital Wealth Management Solution, Wealthspire Pathways
New York, November 21, 2019 – Wealthspire Advisors, an independent investment advisor, today announced the launch of Wealthspire Pathways, a ...
Wealthspire Advisors Engages Align Impact to Enhance its Impact Investing Offerings
New York, November 14, 2019 – Wealthspire Advisors has announced its engagement of Align Impact, an impact investing advisory firm ...
Sontag Advisory and Bronfman Rothschild Combine to Launch Wealthspire Advisors
NFP Announces New Brand Following Integration of Two Firms New York, October 30, 2019 — NFP today announced the launch of ...
Wealthspire Advisors Predecessor Bronfman Rothschild Welcomes John Montgomery to the Team
Rockville, MD, August 2, 2019 — Wealthspire Advisors predecessor Bronfman Rothschild, an independent investment advisor based in New York, NY, ...
Financial Advisor Magazine Ranks Wealthspire Advisors Predecessor Sontag Advisory #53 in 2019 RIA Survey
New York, NY, July 23, 2019 – Sontag Advisory, a leading financial planning and investment advisory firm, announced that it ...
Kevin Smith to Speak at InVest Digital Wealth Management Event
Kevin Smith to Speak at In|Vest Digital Wealth Management Event Rockville, MD, July 11, 2019 — Wealthspire Advisors, an independent ...
Wealthspire Advisors Predecessor Bronfman Rothschild Announces Close of Acquisition by NFP’s Sontag Advisory
Wealthspire Advisors predecessor Bronfman Rothschild now part of the NFP group of companies Rockville, MD, May 2, 2019 — Bronfman ...
Chris Maxey and John Wolff to Participate at CAIA and K&L Gates Opportunity Zones Event
New York, NY, April 25, 2019 — Wealthspire Advisors, an independent investment advisor based in New York, NY, today announced ...
Wealthspire Predecessor Bronfman Rothschild named a 2019 “Best Places to Work for Financial Advisers” by InvestmentNews
Rockville, MD, April 1, 2019 — InvestmentNews today announced that Bronfman Rothschild has been selected as a 2019 “Best Place to ...
