A Plan Built Around Your Life

Whether you're starting a career, combining households, starting a business, or planning for retirement, Wealthspire meets you where you are.

We listen first, then build a plan that secures your future while giving you the freedom to live well today. Access investment management, financial planning, estate planning, tax optimization, and charitable giving guidance, all in one advisory relationship.

Attorneys face a unique set of financial opportunities and challenges, from complex compensation structures and partnership ownership to retirement planning and wealth transfer strategies. Wealthspire understands these dynamics and provides integrated financial planning, investment management, trust and estate planning, and tax guidance tailored to the needs of legal professionals.

We help clients navigate important career and financial milestones, including lateral transitions, capital contributions, retirement decisions, and long-term legacy planning. By bringing together specialized expertise under one roof, we deliver coordinated advice that seeks to aligns every aspect of your financial life. The result is a personalized strategy designed to help you build, preserve, and confidently manage your wealth over time.

Wealthspire advisors work with women at every stage of building and managing wealth, whether you’re leading a household, running a business, or planning as the primary financial decision-maker in your family. We also bring deep experience helping women navigate major life transitions, including divorce and the loss of a partner. Our team supports long-term planning across career growth, tax strategy, and family caregiving needs, including planning for aging parents.

Corporate executives navigate significant financial complexity, with RSUs, stock options, and ESPPs often concentrating a large share of net worth in a single company's stock. Wealthspire helps you manage concentration risk, mitigate tax implications, and build a plan around your full compensation picture.

We also work closely with executives on role-specific insurance needs, including D&O liability, employment practices coverage, and disability protection.

Athletes, entertainers, and creative professionals often build wealth differently than traditional professionals, with income coming from contracts, endorsements, royalties, licensing agreements, performance revenue, and other opportunities that can fluctuate over time. Wealthspire's advisors have experience helping athletes, musicians, performers, creators, and other public-facing professionals navigate complex financial decisions, manage changing income streams, and plan for long-term financial success.

We start by listening. Once we understand your goals, we build a personalized plan designed to help protect, grow, and sustain your wealth throughout your career and beyond. Whether you're managing sudden wealth, maximizing peak earning years, or planning for what's next, we provide thoughtful guidance tailored to your unique situation.

For many of our clients, giving back is as important as building wealth. Wealthspire helps charitable investors give efficiently through donor-advised funds, private foundations, and other giving vehicles, integrated with your broader tax and estate plan. Many of our clients also serve on the boards of nonprofits aligned with their values; our advisors help make sure that personal commitment and your financial plan work together.