Financial Planning Built Around Your Life, Now and For the Future

Great financial planning connects every part of your financial life to the future you are working toward. Wealthspire starts with what matters most to you and builds a clear path forward, integrating investments, estate planning, cash flow, tax optimization, retirement planning, and philanthropy into a single shared vision.

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Comprehensive Planning Across Every Dimension of Your Financial Picture

We offer strategic asset allocation, customized portfolio construction, and access to alternative investments when appropriate, all integrated with your broader plan.

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Who We Serve

Wealthspire builds financial plans around the specific realities of your career and your life.
Explore how we serve clients like you:

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Attorneys

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Business Owners

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Corporate Professionals

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Athletes and Entertainers

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Women Investors

How We Work Together

Our financial planning process is designed across four distinct phases to be thoughtful, rigorous, comprehensive, and fully aligned with your life and goals. 

Phase 1:

Gather Data and Establish Objectives

We set the foundation by getting to know you: your goals, your current situation, your time horizon, and your attitude toward risk.

Phase 2:

Develop the Plan

Together, we build and refine a comprehensive financial plan tailored to your priorities, including investment allocation recommendations and a portfolio strategy aligned to your goals.

Phase 3:

Implementation

We establish a timeline for executing your plan, including consolidating assets, developing your investment strategy in a tax-efficient manner, and coordinating with your attorneys, accountants, and other professionals as needed.

Phase 4:

Review and Monitor

To ensure your plan stays current, we establish a regular review schedule and recommend adjustments as your life and markets evolve through ongoing risk review, portfolio rebalancing, and ad hoc communications.

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Ready to See the Full Picture?

A Wealthspire advisor will take the time to understand your goals and build a plan around what matters most to you.

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Frequently Asked Questions

Investment management focuses on your portfolio, while financial planning takes a broader approach, connecting your investments to your taxes, estate, cash flow, retirement income, and life goals. At Wealthspire, the two functions inform each other.

We establish a review schedule at the start of the relationship. We also revisit your plan outside of that as needed, whenever a significant life event changes the picture.
Yes. We work closely with your CPA, estate attorney, and other advisors to make sure everyone is working from the same plan and that nothing falls through the cracks.
Wealthspire serves clients with complex financial lives. Connect with an advisor to determine if we are the right fit for your situation.
Yes. Wealthspire operates as a fiduciary at all times. Every recommendation is guided solely by your best interests.
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