Financial & Lifestyle Consulting

Simplify Your Life. Free Up Your Time. Focus on What Matters.

At Wealthspire, we understand that true wealth isn’t just about investments — it’s about the lifestyle you want to live. That’s why we offer high-touch concierge capabilities, delivering holistic lifestyle and financial management services built for individuals, families, and multigenerational households seeking to simplify daily life and maximize time.

Our services are ideal for:

A family of three holding hands in front of a house.

High-Net-Worth Individuals & Families

Busy Professionals

"Sandwich Generation" Families

Divorcees & Widows

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Business Owners & Entrepreneurs

Families with Special Needs

Our integrated service offering includes:

Lifestyle & Household Consulting Services

High-end relocation and move management
Professional organization
Home improvement and maintenance oversight
Personal assistant / executive assistant services
Eldercare support and coordination
Medical bill insurance processing and appeals
Travel planning and concierge support
Transition services

Financial & Administrative Services

Bill paying and account reconciliation
Financial reporting, bookkeeping, and organization of documents
Vendor negotiation and liaison support
Estate, trust, and settlement support when needed, as well as tax filing support

Why our services are unique:

Holistic, integrated approach: Combining wealth management, financial planning, and lifestyle support under one roof, so you get one seamless experience rather than fragmented vendors.

Time saved, stress eliminated: We treat managing your household or personal affairs like running a small business, so you don’t have to juggle the minutiae of bills, paperwork, appointments, property maintenance, travel, and more.

Tailored to your life stage and needs: Whether you’re a high-flying executive, part of a multigenerational household, a newly separated individual, or a small business owner, our service adapts to your unique lifestyle and financial complexity.

Privacy, trust & professionalism: Leveraging decades of experience from JHA, combined now with Wealthspire’s broader financial planning and wealth management services.