Reno, Nevada Wealth Management

One size fits most is not in our vocabulary.

At Wealthspire, we focus on providing a personalized approach to wealth management. We consider your tolerance to risk, life stage, income, and long-term aspirations to create a bespoke financial roadmap that is written just for you.

This approach involves a deep understanding of your values and priorities, ensuring that investment decisions, tax strategies, and retirement plans align closely with your very personal definition of financial success.

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Wealthspire Reno

110 Country Estates Circle, Suite 3
Reno, NV 89511

(775) 324-7244

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Financial Guidance to Help You Make Sound Decisions

Are you navigating a major life or professional change, like selling a business, shifting careers, or handling complex compensation? Have you recently experienced a loss, such as through divorce or the passing of a loved one? We all experience transitions in life and we are here to guide you with clarity and expertise. Wealthspire’s advisors offer you a single point of guidance for identifying, refining, and pursuing your ideal financial strategies and path. Our proactive approach helps you see around the corner before you do, ensuring your wealth management is always one step ahead.

Our Services Include:

Integrated Financial Planning : We identify where you are today and what strategies will help you arrive at your unique financial vision tomorrow
Tax-Efficient Strategies : Make the most out of your wealth by limiting tax liabilities whenever possible
Succession Planning : Ensure that you effectively manage your business assets without requiring your direct involvement
Estate and Legacy Planning : Create legal structure around your assets so they may transfer to your beneficiaries in the most tax-efficient manner
Philanthropic Giving : Develop meaningful strategies to support the organizations that are important to you and your family

Our Reno Team

Kirstin Griffin, AIF®, FPQP™, CRPC®

Vice President

Brian Loy, CFA®, CFP®

Managing Director

Chloe Rebuffel

Senior Marketing Coordinator, West Region

Mary Stammers, FPQP™

Senior Client Service Associate

Serge Villani, CFP®

Vice President

In the Community

Our community roots run deep. We are committed to giving back and making a difference in our communities as volunteers, sponsors, patrons, and board members. Here are some of the organizations we proudly support in alignment with our core values.

Our Latest News & Resources

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Too Much of a Good Thing: What to Do When You're Overweight in Company Stock

Equity compensation can quietly transform your balance sheet, especially if you’ve been at a successful company for a long time. Over the years, RSUs vest, stock options accumulate, ESPPs build, and suddenly, a single company represents a huge percentage of your net worth. For many professionals who are nearing retirement or major life transitions, this raises an uncomfortable question: “Am I too concentrated in company stock and what do I do about it?” Let’s talk through how to assess concentr

A Guide to Preparing For & Navigating the Next Steps After a Serious Diagnosis

Part of aging is accepting that any one of us may face mental or physical health challenges along the way. When a serious diagnosis like Alzheimer’s or Parkinson’s occurs, it can feel overwhelming. For the family, too, this moment is significant. It doesn’t just involve planning for the individual with the diagnosis; it also means needing to protect and inform the entire care system. A well-organized incapacity plan can offer legal protection, clarity, control and emotional steadiness during un

Budgeting Essentials: Building a Plan That Works for You

Whether you’re early in your career, raising a family, or preparing for retirement, building a thoughtful budget is one of the most effective ways to gain control over your financial life.

Investing 101 Recap: Your Money, Your Move

Investing can feel intimidating at first, but it’s one of the most powerful tools for building long-term financial freedom. Whether you’re new to investing or have years of experience, revisiting the fundamentals is always a smart move.

Charitable Gifting and the One Big Beautiful Bill

On July 4th, the One Big Beautiful Bill (OBBB) was signed into law. The effects on taxes are wide-ranging, and there has been much commentary on tax brackets, changes to the state and local tax (SALT) deduction, and other aspects of individual taxes. What has been less discussed prior to passage and signing are changes to the deductibility of charitable gifts. Here are the highlights. Charitable gifts can be deductible even if you don’t itemize… to a point Taxpayers who choose not to itemize th