StratWealth Joins Wealthspire Advisors

Wealthspire Advisors extends a warm welcome to the StratWealth team and their clients! More information and contact information can be found here.

Learn more about Wealthspire’s acquisition of StratWealth

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Learn about Jim DeCarlo’s role as Chief Strategic Growth Officer

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New York, January 11, 2020 – Wealthspire Advisors, an NFP company and independent investment adviser, today announced the official rebrand of StratWealth as Wealthspire Advisors. Wealthspire closed on the acquisition of StratWealth, an award-winning wealth management firm serving families and retirement plans on November 13, 2020.

“StratWealth has a fantastic culture of client service and talented advisors that fit well with Wealthspire,” said Wealthspire CEO Mike LaMena. “Integrating them with our deep investment platform, robust technology and back office support structure enhances value for StratWealth’s clients. We are excited to welcome StratWealth’s accomplished team and expand our presence in the Mid-Atlantic market, and we look forward to continuing to expand our wealth management platform through a combination with top quality firms throughout the United States.”

Wealthspire Advisors currently oversees approximately $12.5 billion in AUM across 14 offices in 8 states. The acquisition expands the firms presence in the Mid-Atlantic, where it now has offices in Fulton, Annapolis, Salisbury, and Potomac, Md., as well as, Reston, Va., and Philadelphia, Pa.

StratWealth serves more than 900 families with assets of approximately $1.5 billion in Fulton, Md., Annapolis, and Salisbury. In addition, the firm services over 100 business retirement plans that became part of NFP’s retirement business, bringing expanded support and services to those plans.

“Being part of Wealthspire is a game changer for both StratWealth’s clients and our associates,” said James DeCarlo, CEO of StratWealth. “We are pleased to fully integrate with Wealthspire and be part of a dynamic, growing firm with broader services and a national presence. We’ll still have the same close-knit company culture and commitment to serving our clients, just with a much deeper talent base supporting us.”

 

About Wealthspire Advisors

Wealthspire Advisors is an independent registered investment advisor with 14 offices in 8 states throughout the East Coast and Midwest. We are fiduciary advisors who value connecting all parts of a clients’ financial life and deliver thoughtful, collaborative strategies that optimize their finances and fulfill their aspirations. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients gain confidence in their financial futures. For more information on Wealthspire Advisors, please visit www.wealthspire.com.

 

About NFP

NFP is a leading insurance broker and consultant providing specialized property and casualty, corporate benefits, retirement and individual solutions through its licensed subsidiaries and affiliates. NFP enables client success through the expertise of over 5,700 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors, and financial institutions. NFP is the 5th largest benefits broker by global revenue, 6th largest US-based privately owned broker, and 8th best place to work in insurance (Business Insurance); 10th largest property and casualty agency (Insurance Journal); and 12th largest global insurance broker (Best’s Review).

Visit NFP.com to discover how NFP empowers clients to meet their goals.

 

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Wealthspire Advisors is the common brand and trade name used by Wealthspire Advisors LLC and Strategic Wealth Management Group, LLC, separate registered investment advisers and subsidiary companies of NFP Corp.

OUR OFFICE LOCATIONS

FULTON, MARYLAND

8170 Maple Lawn Blvd
Suite 100
Fulton, MD 20759

SALISBURY, MARYLAND

1405 Wesley Drive
Suite 32
Salisbury, MD 21801

ANNAPOLIS, MARYLAND

900 Bestgate Road
Suite 200
Annapolis, MD 21401

New Additions to the Wealthspire Team

Jim DeCarlo

Chief Strategic Growth Officer

Jim and his team joined Wealthspire Advisors in 2020, after...

James K. Eichelberger, CFP®, AIF®

Managing Director

Jay joined the Wealthspire team in 2020 after his extensive...

Jennine Ramsey LaCroix, CFP®, MBA, AIF®

Managing Director

Jennine serves as a Managing Director at Wealthspire. Her passion...

Gary P. Desjardins, CFP®, AIF®, CEP

Managing Director

Gary is a managing director and advisor based in Wealthspire’s...

James M. Griesser, CFP®, AIF®

Managing Director

Jim joined the firm as a Managing Director and Advisor...

Joseph P. Garrison, CFP®, AIF®

Senior Vice President

Joe Garrison is an Advisor in the Maple Lawn, Annapolis,...

Kimberly S. Magaha, CFP®, AIF®

Senior Vice President

Kim joined Wealthspire in 2020 along with her previous firm,...

Amanda Campbell, CFP®, CDFA®, AAMS®, AIF®

Vice President

Amanda has been in the financial services industry since 2010...

Edward C. von Lange, CFP®, CPFA®, AIF®

Vice President

Ed joined the firm in 2020 through the acquisition of...

Charles G. Walker, CFP®, AIF®

Vice President

Charlie joined Wealthspire Advisors as part of the legacy StratWealth...

Erik A. Szabocsik, CFP®

Assistant Vice President

Erik joined the team in 2020 through the acquisition of...

Karla Sturmfels, FPQP™

Assistant Vice President, Senior Client Service Associate

Karla joined the firm in 2020 with the acquisition of...

Luke Smith, CFP®, AIF®

Senior Advisor Associate

Luke is a CFP® professional and Senior Advisor Associate in...

Tatiana Vinogradov, CFP®, CDFA®, AIF®

Assistant Vice President

Tatiana is an advisor based in our Annapolis, Maryland office....

Samia L. Reed, FPQP™

Advisor Associate

Samia is an Advisor Associate in the firm’s Fulton, Maryland...

Rachel L. Greene, FPQP™

Client Service Associate

Rachel joined the firm in 2016 and is a Client...

Samantha C. Paul, FPQP™

Client Service Associate

Samantha is a Client Service Associate in the firm’s Fulton,...

Vicki Tymann

Office Manager

Vicki joined Wealthspire in 2020 as part of the legacy...

Pat Coelho

Receptionist

Pat works in the Annapolis, MD office supporting Advisors and...

Vilas Naralakattu, FPQP™

Senior Associate, Investments

Vilas is a member of the Investment team based out...

Ashley Garabo, FPQP™

Associate, Client Operations

Ashley is a Client Operations Associate based in the Fulton,...

Tiffani Lee

Client Service Associate

Tiffani is a Client Service Associate in the firm’s Fulton,...