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Howard Sontag

Reflections on our New Name from our Chairman and CEO

By and Blog
Howard Sontag, Chairman As the founder of a firm with my own name on the door, why would we choose a new name? As we officially begin doing business as Wealthspire Advisors, our rebranding makes it clear that our firms are now a single organization with common purpose and consistent values. When I founded Sontag Advisory in 1995, the independent advisor universe was just beginning to grow. The idea of representing the client as their fiduciary, with independence from any product or investment firm, was the crucial ingredient in longstanding growth and client retention. Putting Sontag and Bronfman Rothschild together…
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year-end tax planning

2018 Year-End Tax Conversation with Howard Sontag & Nicole Hart

By and Blog
During our annual year-end tax conversation, Howard Sontag, Chairman, and Nicole Hart, Senior Vice President of Trusts & Estates, answer a number of your most pressing questions including: Do I need to call you to take my year-end losses? How do I know if I took my RMD? Are my taxes going to be higher this year because of tax reform? I’m thinking about setting up a retirement plan for my business – what do I need to know? When do I need to make my charitable contributions by? Do I still need to gift to my kids if I’m…
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