# Wealthspire

> Wealthspire blends institutional-caliber expertise with a deeply personal partnership, helping individuals, families, and institutions navigate complexity, steward resources with purpose, and create lasting impact. Wealthspire's platform spans private wealth management, family office services, retirement advisory, endowment advisory, and business management.

## Services

- [Family Office](https://www.wealthspire.com/family-office): Family office services built around your life, your legacy, and what matters most.
- [Financial Planning](https://www.wealthspire.com/financial-planning): Integrated, fiduciary-led financial and investment planning.
- [Investments](https://www.wealthspire.com/investments): Investment management and portfolio solutions.
- [Institutional Advisory & OCIO](https://www.wealthspire.com/institutional-advisory-and-ocio): Outsourced investment advisory for institutions.
  - [Retirement Plans](https://www.wealthspire.com/retirement-plans): Fiduciary support for retirement plans of all sizes.
    - [Defined Contribution](https://www.wealthspire.com/defined-contribution): Defined contribution retirement plan services.
    - [Defined Benefit](https://www.wealthspire.com/defined-benefits): Defined benefit retirement plan services.
    - [Financial Wellness](https://www.wealthspire.com/financial-wellness): Financial wellness programs for plan participants.
  - [Endowments & Foundations](https://www.wealthspire.com/endowments-and-foundations): Tailored investment solutions aligned with an organization's mission.
  - [Financial Institutions](https://www.wealthspire.com/financial-institutions): Advisory services for financial institutions.
- [Business Management](https://www.wealthspire.com/business-management): Financial infrastructure for professionals in sports, entertainment, and creative fields.

## Who We Serve

- [Individuals & Families](https://www.wealthspire.com/individuals-and-families): Integrated financial planning, investment management, and family office services.
  - [Executives](https://www.wealthspire.com/executives): Planning for executives navigating equity compensation and benefits.
  - [Business Owners](https://www.wealthspire.com/business-owners): Planning for business owners.
  - [Athletes & Entertainers](https://www.wealthspire.com/athletes-and-entertainers): Financial infrastructure for professional athletes and entertainers.
  - [Attorneys](https://www.wealthspire.com/attorneys): Planning for attorneys.
  - [Women Investors](https://www.wealthspire.com/women-investors): Planning tailored to women investors.
- [Institutions](https://www.wealthspire.com/institutions): Fiduciary support for retirement plans, endowments, foundations, and financial institutions.
- [Advisors](https://www.wealthspire.com/advisors): Partnership opportunities for advisory firms.

## About Us

- [Our Firm](https://www.wealthspire.com/our-firm): Firm overview, mission, and history.
- [Meet the Team](https://www.wealthspire.com/our-team): Directory of advisors and team members.
- [Locations](https://www.wealthspire.com/locations): Office locations across North America and the UK.
- [ASPIRE by Wealthspire](https://www.wealthspire.com/aspire): Wealthspire's ASPIRE program.
- [WE by Wealthspire](https://www.wealthspire.com/we-by-wealthspire): Wealthspire's WE program.
- [Rising Gen](https://www.wealthspire.com/rising-gen): Programs and resources for the next generation.
- [Contact Us](https://www.wealthspire.com/contact-us): Get in touch with an advisor.

## Resources

- [Insights & Guides](https://www.wealthspire.com/insights-guides): Articles and guides on financial planning topics.
- [Research](https://www.wealthspire.com/research): Market and investment research.
- [Podcasts](https://www.wealthspire.com/podcasts): Wealthspire podcast episodes.
- [Videos](https://www.wealthspire.com/video): Video content and market updates.
- [In the News](https://www.wealthspire.com/news): Media mentions and press coverage.
- [Financial Dictionary](https://www.wealthspire.com/financial-dictionary): Definitions of financial planning and investment terms.

## Find an Advisor

- [Find an Advisor](https://www.wealthspire.com/find-an-advisor): Search for a Wealthspire advisor near you.

## Other

- [Careers](https://www.wealthspire.com/careers): Career opportunities at Wealthspire.
- [Client RFPs](https://www.wealthspire.com/client-rfps): Information for institutional RFPs.
- [Client Login](https://www.wealthspire.com/client-login): Secure client portal login.

## Compliance

- [Form CRS](https://www.wealthspire.com/crs)
- [Terms & Conditions / Disclosures](https://www.wealthspire.com/compliance)
- [Privacy Policy](https://www.wealthspire.com/hubfs/Wealthspire%20Advisors%20LLC%20-%20Privacy%20Policy.pdf)