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office boca raton

Wealthspire Advisors Opens Boca Raton Office

In the News
New York, February 12, 2019 – Wealthspire Advisors, an NFP company and independent investment advisor, announced today the opening of a new office in Boca Raton, FL. The office is located at 150 East Palmetto Park Road, Suite 525, Boca Raton, FL 33432. Wealthspire Advisors now operates 13 offices in 9 states. “Wealthspire is a growth-driven company and we are excited for the opportunity to expand our footprint to Florida,” said Wealthspire Advisors CEO, Mike LaMena. “The new office will allow us to better serve existing relationships in the region and connect with new clients who value local expertise. Being…
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potomac office

Wealthspire Advisors’ Rockville Office Moves to Park Potomac

In the News
Potomac, MD, December 12, 2019 – Wealthspire Advisors, an NFP company and independent investment advisor, announced today that the company’s Rockville office is moving to a new location down the road at Park Potomac. The full street address of the new space is 12435 Park Potomac Avenue, Suite 500, Potomac, Maryland 20854. “Wealthspire’s team continues to grow and we are excited to be located in the Park Potomac development with all the amenities it offers,” said Michele Walthert, Senior Vice President and co-head of the Potomac office. “The space is well suited for our collaborative culture and will help us…
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Washingtonian Award

Wealthspire Advisors’ Ashley Iddings and Grant Ruder Named Top Financial Advisers by Washingtonian Magazine

In the News
New York, December 11, 2019 – Wealthspire Advisors, an independent investment advisor, announced today that Ashley Iddings, Managing Director, and Grant Ruder, Senior Vice President, have been named top financial advisors in the DC Metro area by Washingtonian Magazine in the December 2019 issue. The “Best Financial Advisers” list recognizes the top financial advisors in the DC Metro area. Hundreds of local financial experts are surveyed for recommendations followed by extensive research to determine the top advisors. Only nominees with the strongest recommendations are named top financial advisors. Ashley E. Iddings, CIMA®, CPWA® is a Managing Director and co-head of…
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