Who do we work with?
A look at some of our most defined client types
While our 4,000+ clients come from all over the United States and each have unique needs and preferences, here are a few specific clients we work with most frequently:
Many of our clients have reached a point in their careers where their time and expertise are better spent on their careers than the details of their finances. Additionally, many top law firms offer unique benefits packages that may require extra time or expertise to fully understand and work into a financial plan.
As holistic advisors, we serve as a centralized manager of finances, allowing busy professionals to focus more time on their careers and families. Our deep expertise with partners of major law firms also enables us to seamlessly integrate unique benefits packages into an overall financial plan.
Associates Just Starting Out
In addition to time constraints, young attorneys face new challenges with cash flow and potential debt management due to student loans.
While dealing with the same financial questions other individuals deal with, many business owners also face complexities that come with ties to privately held businesses. In these cases, assets may function differently, tax situations can be more complex, and major life transitions may involve ultimately selling or moving away from businesses owners have focused on for years. Many of our clients have poured their hearts into private businesses, and we help them plan the nuances of their personal finances during ownership and prepare for life after a sale.
Specialized Designations: Our advisor team includes advisors who are trained specifically with the challenges faced by business owners.
Some of our clients need additional coverage; many others already have policies in place and want to understand whether or not those existing policies are appropriate to their goals. Regardless of which situation you are in, we will perform a comprehensive review to determine if you have adequate coverage at a reasonable price.
Insurance is only one component of protecting your family’s assets. Practices such as thoughtful declaration of asset ownership and the creation of trusts are important tools in safeguarding your family’s wealth. Read more about our trusts & estate planning approach.
What risks do you currently insure?
Do you own an annuity, and/or do you own life, disability, long term care or property and casualty insurance?
Are your current policies the most cost-efficient and appropriate to your situation, along with your and your family’s long term objectives?
Have you considered insurance for estate planning purposes?
Trusts & Estates
Our unique internal Trusts & Estates team seamlessly integrates estate planning into your overal financial plan. Wealthspire Advisors can help you:
- Transfer wealth to family and friends
- Reduce the taxable estate
- Protect assets from third-parties
- Accomplish charitable commitments