• Wealthspire
  https://www.wealthspire.com/
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  https://www.wealthspire.com/who-we-serve/
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• About
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• Our History
  https://www.wealthspire.com/about/our-history/
• Why Wealthspire Advisors
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• ASPIRE by Wealthspire Advisors
  https://www.wealthspire.com/about/aspire-by-wealthspire-advisors/
• Inclusion and Belonging
  https://www.wealthspire.com/about/inclusion-and-belonging/
• Recognition
  https://www.wealthspire.com/about/recognition/
• For Experienced Advisors
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• Client Experience
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• Who We Work With
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• Our 6 Step Planning Process
  https://www.wealthspire.com/about/our-6-step-planning-process/
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• Michigan
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• New York
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• Ohio
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• Virginia
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• Wisconsin
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• Contact
  https://www.wealthspire.com/contact/
• Annapolis, Maryland
  https://www.wealthspire.com/contact/annapolis-maryland/
• Appleton, Wisconsin
  https://www.wealthspire.com/contact/appleton-wisconsin/
• Beachwood, Ohio
  https://www.wealthspire.com/contact/beachwood-ohio/
• Boca Raton, Florida
  https://www.wealthspire.com/contact/boca-raton-florida/
• Careers
  https://www.wealthspire.com/contact/careers/
• Chicago, Illinois
  https://www.wealthspire.com/contact/chicago-illinois/
• Delafield, Wisconsin
  https://www.wealthspire.com/contact/delafield-wisconsin/
• Denver, Colorado
  https://www.wealthspire.com/contact/denver-colorado/
• Fulton, Maryland
  https://www.wealthspire.com/contact/fulton-maryland/
• Madison, Wisconsin
  https://www.wealthspire.com/contact/madison-wisconsin/
• Melville, New York
  https://www.wealthspire.com/contact/melville-new-york/
• Milwaukee, Wisconsin
  https://www.wealthspire.com/contact/milwaukee-wisconsin/
• Morristown, New Jersey
  https://www.wealthspire.com/contact/morristown-new-jersey/
• New York, New York
  https://www.wealthspire.com/contact/new-york-new-york/
• Palm Beach Gardens, Florida
  https://www.wealthspire.com/contact/palm-beach-gardens-florida/
• Potomac, Maryland
  https://www.wealthspire.com/contact/potomac-maryland/
• Reno, Nevada
  https://www.wealthspire.com/contact/reno-nevada/
• Reston, Virginia
  https://www.wealthspire.com/contact/reston-virginia/
• Richmond, Virginia
  https://www.wealthspire.com/contact/richmond-virginia/
• Royal Oak, Michigan
  https://www.wealthspire.com/contact/royal-oak-michigan/
• Salisbury, Maryland
  https://www.wealthspire.com/contact/salisbury-maryland/
• San Francisco, California
  https://www.wealthspire.com/contact/san-francisco-california/
• San Rafael, California
  https://www.wealthspire.com/contact/san-rafael-california/
• Thank You
  https://www.wealthspire.com/contact/thank-you/
• Seattle, Washington
  https://www.wealthspire.com/contact/seattle-washington/
• West Hartford, Connecticut
  https://www.wealthspire.com/contact/west-hartford-connecticut/
• Westport, Connecticut
  https://www.wealthspire.com/contact/westport-connecticut/
• Family Office Services
  https://www.wealthspire.com/family-office-services/
• Family COO
  https://www.wealthspire.com/family-office-services/family-coo/
• Wealth Tax Planning
  https://www.wealthspire.com/family-office-services/wealth-tax-planning/
• Philanthropy
  https://www.wealthspire.com/family-office-services/philanthropy/
• Family Legacy Planning
  https://www.wealthspire.com/family-office-services/family-legacy-planning/
• Trustee Services
  https://www.wealthspire.com/family-office-services/trustee-services/
• Lifestyle Services
  https://www.wealthspire.com/family-office-services/lifestyle-services/
• Planning
  https://www.wealthspire.com/planning/
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  https://www.wealthspire.com/planning/considerations/
• Reporting
  https://www.wealthspire.com/planning/reporting/
• Investing
  https://www.wealthspire.com/investing/
• Impact Investing
  https://www.wealthspire.com/investing/impact-investing/
• Our Team
  https://www.wealthspire.com/our-team/
• Abby R. Bare, SHRM-SCP, MBA
  https://www.wealthspire.com/our-team/abby-r-bare-shrm-scp-mba/
• Adam Corder, FPQP™
  https://www.wealthspire.com/our-team/adam-corder-fpqp/
• Adeola Adebamowo
  https://www.wealthspire.com/our-team/adeola-adebamowo/
• Alice Vecchione, CPA
  https://www.wealthspire.com/our-team/alice-vecchione-cpa/
• Allaire Langdon, CFP®
  https://www.wealthspire.com/our-team/allaire-langdon-cfp/
• Alyson Woolbright, FPQP™
  https://www.wealthspire.com/our-team/alyson-woolbright-fpqp/
• Amanda Campbell, CFP®, CDFA®, AAMS®, AIF®
  https://www.wealthspire.com/our-team/amanda-campbell-cfp-cdfa-aams-aif/
• Amanda Davis
  https://www.wealthspire.com/our-team/amanda-davis/
• Amanda Fox, MBA, CFP®
  https://www.wealthspire.com/our-team/amanda-c-fox/
• Amanda Phillips-DeSaverio, CFP®
  https://www.wealthspire.com/our-team/amanda-phillips-desaverio-cfp/
• Amy Miller, CFP®, CDFA®
  https://www.wealthspire.com/our-team/amy-miller-cfp-cdfa/
• Andrea Olivares, MBA
  https://www.wealthspire.com/our-team/andrea-olivares-mba/
• Andrew Frattaroli, CFP®
  https://www.wealthspire.com/our-team/andrew-frattaroli-cfp/
• Andrew Macaleer, CFA®
  https://www.wealthspire.com/our-team/andrew-macaleer-cfa/
• Andrew Moore
  https://www.wealthspire.com/our-team/andrew-moore/
• Andrew S. Weissman
  https://www.wealthspire.com/our-team/andrew-s-weissman-j-d-cfp/
• Angela Giombetti
  https://www.wealthspire.com/our-team/angela-giombetti/
• Angela Loffredo
  https://www.wealthspire.com/our-team/angela-loffredo/
• Ann Rose Tabing
  https://www.wealthspire.com/our-team/ann-rose-tabing/
• Annie Hall
  https://www.wealthspire.com/our-team/annie-hall/
• Anora Gaudiano, CFP®
  https://www.wealthspire.com/our-team/anora-gaudiano-cfp/
• Anthony Sainclair
  https://www.wealthspire.com/our-team/anthony-sainclair/
• Ashley E. Iddings, CIMA®, CPWA®
  https://www.wealthspire.com/our-team/ashley-e-iddings-cima-cpwa/
• Ashley Garabo, FPQP™
  https://www.wealthspire.com/our-team/ashley-garabo-fpqp/
• Aviva Pinto, CDFA®, CDS®
  https://www.wealthspire.com/our-team/aviva-pinto-cdfa-cds/
• B. Kelly Keydel, CFP®, MBA, CDFA®
  https://www.wealthspire.com/our-team/b-kelly-keydel/
• Ben Kille, CFP®, CIMA®, AIF®
  https://www.wealthspire.com/our-team/benjamin-d-kille-cfp-cima-aif/
• Benjamin Snediker
  https://www.wealthspire.com/our-team/benjamin-snediker/
• Benjamin Sullivan, CFP®
  https://www.wealthspire.com/our-team/benjamin-sullivan/
• Besa Capri
  https://www.wealthspire.com/our-team/besa-capri/
• Bill Bockwoldt, MBA, CFP®, CEPA®
  https://www.wealthspire.com/our-team/bill-bockwoldt/
• Bill Schwartz, CPA, CFP®
  https://www.wealthspire.com/our-team/bill-schwartz-cpa-cfp/
• Blake Barr, CFP®
  https://www.wealthspire.com/our-team/blake-barr-cfp/
• Bobby Moyer, CFA®, CFP®, CAIA®
  https://www.wealthspire.com/our-team/bobby-moyer-cfa-cfp-caia/
• Brent Katterheinrich
  https://www.wealthspire.com/our-team/brent-katterheinrich/
• Brian D. Powers
  https://www.wealthspire.com/our-team/brian-d-powers/
• Brian Loy, CFA®, CFP®
  https://www.wealthspire.com/our-team/brian-loy-cfa-cfp/
• Brian Sean McAuliffe
  https://www.wealthspire.com/our-team/brian-sean-mcauliffe/
• Briara Braun
  https://www.wealthspire.com/our-team/briara-braun/
• Bruce Laning, CFA®
  https://www.wealthspire.com/our-team/bruce-laning-cfa/
• Bryan Stretton, CFP®
  https://www.wealthspire.com/our-team/bryan-stretton-cfp/
• Callie Smothers
  https://www.wealthspire.com/our-team/callie-smothers/
• Camila Bentos
  https://www.wealthspire.com/our-team/camila-bentos/
• Carol Clarke
  https://www.wealthspire.com/our-team/carol-clarke/
• Carolina Llano, CFP®
  https://www.wealthspire.com/our-team/carolina-llano-cfp/
• Carolyn Jerome
  https://www.wealthspire.com/our-team/carolyn-jerome/
• Carter Smith
  https://www.wealthspire.com/our-team/carter-smith/
• Casey Hardy
  https://www.wealthspire.com/our-team/casey-hardy/
• Casey Riviezzo, CFP®
  https://www.wealthspire.com/our-team/casey-riviezzo-cfp/
• Catherine Gomez
  https://www.wealthspire.com/our-team/catherine-gomez/
• Chandra Dindial
  https://www.wealthspire.com/our-team/chandra-dindial/
• Channing Olson
  https://www.wealthspire.com/our-team/channing-olson/
• Charles G. Walker, CFP®, AIF®
  https://www.wealthspire.com/our-team/charles-g-walker-cfp-aif/
• Charles Meixelsperger
  https://www.wealthspire.com/our-team/charles-meixelsperger/
• Charles Scarallo, CFP®, CPA
  https://www.wealthspire.com/our-team/charles-scarallo-cfp-cpa/
• Charlie Wittleder
  https://www.wealthspire.com/our-team/charlie-wittleder/
• Cheyenne Francis
  https://www.wealthspire.com/our-team/cheyenne-francis/
• Chip Pyfer, JD, CFP®, CIMA®, CPWA®
  https://www.wealthspire.com/our-team/chip-pyfer/
• Chris Jennings, CFP®
  https://www.wealthspire.com/our-team/chris-jennings-cfp/
• Chris Kiessling, CFP®, BFA™
  https://www.wealthspire.com/our-team/chris-kiessling-cfp/
• Chris Maxey, CAIA
  https://www.wealthspire.com/our-team/chris-maxey-caia/
• Chris McLoughlin
  https://www.wealthspire.com/our-team/chris-mcloughlin/
• Chrislyn Williams
  https://www.wealthspire.com/our-team/chrislyn-williams/
• Christopher Castellano, CFP®, CPA
  https://www.wealthspire.com/our-team/christopher-castellano-cfp-cpa/
• Christopher Izmirlian
  https://www.wealthspire.com/our-team/christopher-izmirlian/
• Christopher Leddy
  https://www.wealthspire.com/our-team/christopher-leddy/
• Connor Darrell, CFA®
  https://www.wealthspire.com/our-team/connor-darrell-cfa/
• Connor Holly
  https://www.wealthspire.com/our-team/connor-holly/
• Corey McGuire, CFA®
  https://www.wealthspire.com/our-team/corey-mcguire-cfa/
• Courtney Roberts
  https://www.wealthspire.com/our-team/courtney-roberts/
• Craig Amico, CFA®, CIPM®
  https://www.wealthspire.com/our-team/craig-amico-cfa-cipm/
• Craig Fasano, J.D.
  https://www.wealthspire.com/our-team/craig-fasano-j-d/
• Crystal Cox, MBA, CDFA®, CFP®
  https://www.wealthspire.com/our-team/crystal-cox-cfp/
• Danielle M. Paganuzzi
  https://www.wealthspire.com/our-team/danielle-m-paganuzzi/
• Danielle Siano, MS, RD
  https://www.wealthspire.com/our-team/danielle-siano-ms-rd/
• Dave Scuitto
  https://www.wealthspire.com/our-team/dave-scuitto/
• David Dickman
  https://www.wealthspire.com/our-team/david-dickman/
• David Edwards, MBA
  https://www.wealthspire.com/our-team/david-edwards/
• Deborah Gibbs
  https://www.wealthspire.com/our-team/deborah-gibbs/
• Debra Falk, MBA
  https://www.wealthspire.com/our-team/debra-falk/
• Devanshu Amin, CFP®
  https://www.wealthspire.com/our-team/devanshu-amin/
• Diane Cauchois
  https://www.wealthspire.com/our-team/diane-cauchois/
• Dillon Gorham
  https://www.wealthspire.com/our-team/dillon-gorham/
• DJ Loduha
  https://www.wealthspire.com/our-team/dj-loduha/
• Dmitriy Katsnelson
  https://www.wealthspire.com/our-team/dmitriy-katsnelson/
• Dominick Matteo, CFP®
  https://www.wealthspire.com/our-team/dominick-matteo-cfp/
• Donna Levy
  https://www.wealthspire.com/our-team/donna-levy/
• Dylan Mills
  https://www.wealthspire.com/our-team/dylan-mills/
• Ebony Montesino
  https://www.wealthspire.com/our-team/ebony-montesino/
• Edward C. von Lange, CFP®, CPFA®, AIF®
  https://www.wealthspire.com/our-team/edward-c-von-lange-cfp-cpfa-aif/
• Emily Carr
  https://www.wealthspire.com/our-team/emily-carr/
• Emily Kurisky
  https://www.wealthspire.com/our-team/emily-kurisky/
• Emily Perschbacher
  https://www.wealthspire.com/our-team/emily-perschbacher/
• Emily Tiernan
  https://www.wealthspire.com/our-team/emily-tiernan/
• Eran Goudes, CFA®, CFP®, CPWA®
  https://www.wealthspire.com/our-team/eran-goudes-cfa-cfp/
• Eric Bernstein, CAIA
  https://www.wealthspire.com/our-team/eric-bernstein-caia/
• Eric Dostal, J.D., CFP®
  https://www.wealthspire.com/our-team/eric-dostal-j-d/
• Eric Sontag, CFA®
  https://www.wealthspire.com/our-team/eric-sontag-cfa/
• Erik A. Szabocsik, CFP®
  https://www.wealthspire.com/our-team/erik-a-szabocsik-cfp/
• Fatima Ahmed
  https://www.wealthspire.com/our-team/fatima-ahmed/
• Felicia McGee
  https://www.wealthspire.com/our-team/felicia-mcgee/
• Frank Balas, CFA®
  https://www.wealthspire.com/our-team/frank-balas-cfa/
• Frank J. Lavrigata, CFP®
  https://www.wealthspire.com/our-team/frank-j-lavrigata-cfp/
• Frank P. Marzano, CFP®, CPA (inactive)
  https://www.wealthspire.com/our-team/frank-p-marzano-cfp-cpa-inactive/
• Frederick E. Dopfel, Ph.D.
  https://www.wealthspire.com/our-team/frederick-e-dopfel/
• Gail Harris, CFP®, CIMA®, CExP™
  https://www.wealthspire.com/our-team/gail-harris-cfp-cima/
• Garrett Scranton, CFP®
  https://www.wealthspire.com/our-team/garrett-scranton/
• Gary P. Desjardins, CFP®, AIF®, CEP
  https://www.wealthspire.com/our-team/gary-p-desjardins-cfp-aif-cep/
• Gary Sobelman
  https://www.wealthspire.com/our-team/gary-sobelman/
• Gloria Levorin, CFP®
  https://www.wealthspire.com/our-team/gloria-levorin/
• Grant Ruder, CFP®
  https://www.wealthspire.com/our-team/grant-ruder-cfp/
• Greg Friedman, MS
  https://www.wealthspire.com/our-team/greg-friedman-ms/
• Gregory K. Reynholds
  https://www.wealthspire.com/our-team/gregory-k-reynholds/
• Gregory Roberts
  https://www.wealthspire.com/our-team/gregory-roberts/
• Heather Flanagan, J.D., LL.M Taxation, TEP
  https://www.wealthspire.com/our-team/heather-flanagan/
• Hilary Neblett
  https://www.wealthspire.com/our-team/hilary-neblett/
• Howard Sontag
  https://www.wealthspire.com/our-team/howard-sontag/
• Hoyt Stastney
  https://www.wealthspire.com/our-team/hoyt-stastney/
• Iana Kozlenko
  https://www.wealthspire.com/our-team/iana-kozlenko/
• Jack Keating, CFP®
  https://www.wealthspire.com/our-team/jack-keating-cfp/
• Jacob M. Even, J.D., LL.M (Tax)
  https://www.wealthspire.com/our-team/jacob-m-even-j-d-ll-m-tax/
• Jake Obringer, CFP®
  https://www.wealthspire.com/our-team/jake-obringer/
• Jake Scott, CFP®
  https://www.wealthspire.com/our-team/jake-scott/
• James K. Eichelberger, CFP®, AIF®
  https://www.wealthspire.com/our-team/james-k-eichelberger-cfp-aif/
• James M. Griesser, CFP®, AIF®
  https://www.wealthspire.com/our-team/james-m-griesser-cfp-aif/
• Jared Wolfe, CPA, CFP®
  https://www.wealthspire.com/our-team/jared-wolfe-cpa-cfp/
• Jay Czarapata, CFP®, CRPS®
  https://www.wealthspire.com/our-team/jay-czarapata-cfp-crps/
• Jay Frank, CFP®, CLU, ChFC®
  https://www.wealthspire.com/our-team/jay-frank-cfp-clu-chfc/
• Jenna Williams
  https://www.wealthspire.com/our-team/jenna-williams/
• Jennifer Giemza, CFP®, CEPA
  https://www.wealthspire.com/our-team/jennifer-giemza-cfp/
• Jennine Ramsey LaCroix, CFP®, MBA, AIF®
  https://www.wealthspire.com/our-team/jennine-ramsey-lacroix-cfp-mba-aif/
• John Dobson, CFP®
  https://www.wealthspire.com/our-team/john-dobson/
• John F. Thiel, MBA, CFP®
  https://www.wealthspire.com/our-team/john-thiel/
• John Kovacs
  https://www.wealthspire.com/our-team/john-kovacs/
• John R. Burns, J.D.
  https://www.wealthspire.com/our-team/john-r-burns-j-d/
• John-David Kirby
  https://www.wealthspire.com/our-team/john-david-kirby/
• Jonah Schachtel
  https://www.wealthspire.com/our-team/jonah-schachtel/
• Joseph P. Garrison, CFP®, AIF®
  https://www.wealthspire.com/our-team/joseph-p-garrison-cfp-aif/
• Josh Goldsmith, CPA
  https://www.wealthspire.com/our-team/josh-goldsmith-cpa/
• Joshua Braunschweig
  https://www.wealthspire.com/our-team/joshua-braunschweig/
• Joshua Frank, CFP®
  https://www.wealthspire.com/our-team/joshua-frank/
• Joshua Shoshan, CFP®, APMA™, CEPA
  https://www.wealthspire.com/our-team/joshua-shoshan-cfp-apma-cepa/
• Joy Kuvareewong
  https://www.wealthspire.com/our-team/joy-kuvareewong/
• Juliana Gadaleta
  https://www.wealthspire.com/our-team/juliana-gadaleta/
• Julie A. Back, CFP®
  https://www.wealthspire.com/our-team/julie-back/
• Julie Grove
  https://www.wealthspire.com/our-team/julie-grove/
• Julie Lisischeff
  https://www.wealthspire.com/our-team/julie-lisischeff/
• Julie Penwell, CFP®
  https://www.wealthspire.com/our-team/julie-penwell/
• Julie Swanson
  https://www.wealthspire.com/our-team/julie-swanson/
• Julie Williams, ADPA®, ChFC®, CFP®
  https://www.wealthspire.com/our-team/julie-williams/
• Justin Cone, CFA®
  https://www.wealthspire.com/our-team/justin-cone/
• Justin deTray, CFP®
  https://www.wealthspire.com/our-team/justin-detray/
• Justin Hult, CFA®
  https://www.wealthspire.com/our-team/justin-hult/
• Kadeidra Honey-Brooks, J.D.
  https://www.wealthspire.com/our-team/kadeidra-honey-brooks-j-d/
• Karen Dempsey
  https://www.wealthspire.com/our-team/karen-dempsey/
• Karen Smith, J.D., IACCP®
  https://www.wealthspire.com/our-team/karen-smith/
• Karl Stiegmann, CFP®
  https://www.wealthspire.com/our-team/karl-stiegmann-cfp/
• Karla Sturmfels, FPQP™
  https://www.wealthspire.com/our-team/karla-sturmfels-fpqp/
• Karolina Chernyak, FPQP™, AAMS®
  https://www.wealthspire.com/our-team/karolina-chernyak/
• Karyn Tylicki, CFP®
  https://www.wealthspire.com/our-team/karyn-tylicki-cfp/
• Katarina Obermaier, FPQP™
  https://www.wealthspire.com/our-team/katarina-obermaier-fpqp/
• Katharine Schelhorn, CFP®
  https://www.wealthspire.com/our-team/katharine-schelhorn-cfp/
• Katie O'Connor, CFP®
  https://www.wealthspire.com/our-team/katie-oconnor/
• Katrina Capul
  https://www.wealthspire.com/our-team/katrina-capul/
• Kayla Pavela
  https://www.wealthspire.com/our-team/kayla-pavela/
• Kelly Crosby
  https://www.wealthspire.com/our-team/kelly-crosby/
• Kelly Ruh
  https://www.wealthspire.com/our-team/kelly-ruh/
• Kerry Bragg
  https://www.wealthspire.com/our-team/kerry-bragg/
• Kevin Brady, CFP®
  https://www.wealthspire.com/our-team/kevin-brady-cfp/
• Kevin Gahagan, CFP®, CIMA®, CEP, CIMC
  https://www.wealthspire.com/our-team/kevin-gahagan/
• Kevin Kosgard
  https://www.wealthspire.com/our-team/kevin-kosgard/
• Kevin Moloney
  https://www.wealthspire.com/our-team/kevin-moloney/
• Kevin Smith, CFP®
  https://www.wealthspire.com/our-team/kevin-smith-cfp/
• Kimberly S. Magaha, CFP®, AIF®
  https://www.wealthspire.com/our-team/kimberly-s-magaha-cfp-aif/
• Kirstin Griffin, AIF®, FPQP™, CRPC®
  https://www.wealthspire.com/our-team/kirstin-griffin-aif-fpqp-crpc/
• Kristin Economou
  https://www.wealthspire.com/our-team/kristin-economou/
• Kristin Johnson
  https://www.wealthspire.com/our-team/kristin-johnson/
• Kwame Baffo-Gyan
  https://www.wealthspire.com/our-team/kwame-baffo-gyan/
• Laura Barry, CFP®, CeFT®
  https://www.wealthspire.com/our-team/laura-barry-cfp-ceft/
• Liam Desmond
  https://www.wealthspire.com/our-team/liam-desmond/
• Lindsey Kane
  https://www.wealthspire.com/our-team/lindsey-kane/
• Lisa Graham, CFP®
  https://www.wealthspire.com/our-team/lisa-graham-cfp/
• Lorena Ferrufino, FPQP™
  https://www.wealthspire.com/our-team/lorena-ferrufino/
• Luke Smith, CFP®, AIF®
  https://www.wealthspire.com/our-team/luke-smith-cfp/
• Lyndsey Gorham
  https://www.wealthspire.com/our-team/lyndsey-gorham/
• Lynette Monegro
  https://www.wealthspire.com/our-team/lynette-monegro/
• M. Zach Mangels, MSFP, CFP®
  https://www.wealthspire.com/our-team/m-zach-mangels/
• Maddy Bowles, CFP®
  https://www.wealthspire.com/our-team/maddy-bowles/
• Madelyn Oemig, CFP®
  https://www.wealthspire.com/our-team/madelyn-oemig/
• Marc E. Austin, CFP®, CPA
  https://www.wealthspire.com/our-team/marc-e-austin-cfp-cpa/
• Margaret Iamunno
  https://www.wealthspire.com/our-team/margaret-iamunno/
• Marianne Esche, CFP®
  https://www.wealthspire.com/our-team/marianne-esche/
• Marie Santangelo
  https://www.wealthspire.com/our-team/marie-santangelo/
• Marilyn S. Napoli, CFP®
  https://www.wealthspire.com/our-team/marilyn-s-napoli-cfp/
• Marjorie Long
  https://www.wealthspire.com/our-team/marjorie-long/
• Marla Mulligan
  https://www.wealthspire.com/our-team/marla-mulligan/
• Marnie Steigman
  https://www.wealthspire.com/our-team/marnie-steigman/
• Martha Kolbow
  https://www.wealthspire.com/our-team/martha-kolbow/
• Martha Staniford
  https://www.wealthspire.com/our-team/martha-staniford/
• Mary Rose Cusick
  https://www.wealthspire.com/our-team/mary-rose-cusick/
• Mary Stammers, FPQP™
  https://www.wealthspire.com/our-team/mary-stammers-fpqp/
• Matthew Kleiman, J.D.
  https://www.wealthspire.com/our-team/matthew-kleiman-j-d/
• Matthew Krueger
  https://www.wealthspire.com/our-team/matthew-krueger/
• Matthew Moser, CFP®
  https://www.wealthspire.com/our-team/matthew-moser/
• Max Meltzer, CFP®
  https://www.wealthspire.com/our-team/max-meltzer-cfp/
• Megan John, CFP®
  https://www.wealthspire.com/our-team/megan-john-cfp/
• Melanie Conte
  https://www.wealthspire.com/our-team/melanie-conte/
• Melissa Restivo, MBA, FPQP™, AAMS®
  https://www.wealthspire.com/our-team/melissa-restivo/
• Michael Bongiorno, FPQP™
  https://www.wealthspire.com/our-team/michael-bongiorno-fpqp/
• Michael Bueti, CFP®
  https://www.wealthspire.com/our-team/michael-bueti-cfp/
• Michael Del Priore
  https://www.wealthspire.com/our-team/michael-del-priore/
• Michael Delgass, J.D.
  https://www.wealthspire.com/our-team/michael-delgass-j-d/
• Michael J. Santo
  https://www.wealthspire.com/our-team/michael-j-santo/
• Michael Maurer
  https://www.wealthspire.com/our-team/michael-maurer/
• Michael Moriarty
  https://www.wealthspire.com/our-team/michael-moriarty/
• Michael Price, CFA®
  https://www.wealthspire.com/our-team/michael-price-cfa/
• Michele Mayo
  https://www.wealthspire.com/our-team/michele-mayo/
• Michele Suligoj
  https://www.wealthspire.com/our-team/michele-suligoj/
• Michèle Walthert, CFP®, CRPC®
  https://www.wealthspire.com/our-team/michele-walthert-cfp-crpc/
• Mike LaMena, AIF®
  https://www.wealthspire.com/our-team/mike-lamena-aif/
• Mike Sbrocco
  https://www.wealthspire.com/our-team/mike-sbrocco/
• Morgan Witthun
  https://www.wealthspire.com/our-team/morgan-witthun/
• Myka Koenen, CFP®
  https://www.wealthspire.com/our-team/myka-koenen-cfp/
• Natalie Sequeira
  https://www.wealthspire.com/our-team/natalie-sequeira/
• Natallia Fields
  https://www.wealthspire.com/our-team/natallia-fields/
• Nataly Sogoloff
  https://www.wealthspire.com/our-team/nataly-sogoloff/
• Nate Richardson
  https://www.wealthspire.com/our-team/nate-richardson/
• Nick Bussard, CFP®
  https://www.wealthspire.com/our-team/nick-bussard/
• Nick Kapelewski, CFP®
  https://www.wealthspire.com/our-team/nick-kapelewski-cfp/
• Nick Walser
  https://www.wealthspire.com/our-team/nick-walser/
• Oliver Pursche, AAMS®, CEPA
  https://www.wealthspire.com/our-team/oliver-pursche/
• Oona Rokyta
  https://www.wealthspire.com/our-team/oona-rokyta/
• Pahola Jara
  https://www.wealthspire.com/our-team/pahola-jara/
• Pat Coelho
  https://www.wealthspire.com/our-team/pat-coelho/
• Patricia DCosta
  https://www.wealthspire.com/our-team/patricia-dcosta/
• Patrick Wren
  https://www.wealthspire.com/our-team/patrick-wren/
• Paul Kim
  https://www.wealthspire.com/our-team/paul-kim/
• Paul Sturm
  https://www.wealthspire.com/our-team/paul-sturm/
• Pema Tsering
  https://www.wealthspire.com/our-team/pema-tsering/
• Petra Braaksma
  https://www.wealthspire.com/our-team/petra-braaksma/
• Pietro Messina, CFP®
  https://www.wealthspire.com/our-team/pietro-messina-cfp/
• Rachel Clore
  https://www.wealthspire.com/our-team/rachel-clore/
• Rachel Haberman, CFP®
  https://www.wealthspire.com/our-team/rachel-haberman/
• Rachel L. Greene, FPQP™
  https://www.wealthspire.com/our-team/rachel-l-greene-fpqp/
• Randy Kaufman
  https://www.wealthspire.com/our-team/randy-kaufman/
• Razi Hecht, CFP®
  https://www.wealthspire.com/our-team/razi-hecht-cfp/
• Richard Krivonozka
  https://www.wealthspire.com/our-team/richard-krivonozka/
• Richard P. Van Benschoten, CFP®
  https://www.wealthspire.com/our-team/richard-p-van-benschoten-cfp/
• Richard Yam, J.D.
  https://www.wealthspire.com/our-team/richard-yam-j-d/
• Riley Keenan
  https://www.wealthspire.com/our-team/riley-keenan/
• Rob Gryboski
  https://www.wealthspire.com/our-team/rob-gryboski/
• Robin Dobbs, CFP®
  https://www.wealthspire.com/our-team/robin-dobbs-cfp/
• Rokhand Collins
  https://www.wealthspire.com/our-team/rokhand-collins/
• Rosemary Timoney, CFP®
  https://www.wealthspire.com/our-team/rosemary-timoney-cfp/
• Rudolph J. Cervetto III
  https://www.wealthspire.com/our-team/joe-cervetto/
• Ryan Jordan, CFP®
  https://www.wealthspire.com/our-team/ryan-jordan/
• Ryan McKinney
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• Ryan Moore, CFP®
  https://www.wealthspire.com/our-team/ryan-moore/
• Ryan Reed
  https://www.wealthspire.com/our-team/ryan-reed/
• Sacha Lutchman
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• Samantha C. Paul-Hackman, FPQP™
  https://www.wealthspire.com/our-team/samantha-c-paul-fpqp/
• Samia L. Clookie (née Reed), CFP®
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• Samuel Fishelberg, CFP®
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• Sandy Wiggins, CFP®, AIF®
  https://www.wealthspire.com/our-team/sandy-wiggins-cfp-aif/
• Sarah Emhardt
  https://www.wealthspire.com/our-team/sarah-emhardt/
• Sarah von Schmidt-Pauli
  https://www.wealthspire.com/our-team/sarah-von-schmidt-pauli/
• Sarah Wotherspoon, MS, CFP®, CDFA®
  https://www.wealthspire.com/our-team/sarah-wotherspoon/
• Sasha Knapp
  https://www.wealthspire.com/our-team/sasha-knapp/
• Scott Brody
  https://www.wealthspire.com/our-team/scott-brody/
• Scott Dillie, CFP®
  https://www.wealthspire.com/our-team/scott-dillie-cfp/
• Sean Heyman
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• Shannon Thieke
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• Shawn Smith
  https://www.wealthspire.com/our-team/shawn-smith/
• Shawn Wyckoff
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• Sheila Schroeder
  https://www.wealthspire.com/our-team/sheila-schroeder/
• Sierra Middleton
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• Simi Dhall, CFP®
  https://www.wealthspire.com/our-team/simi-dhall-cfp/
• Sneh Shah, CPA
  https://www.wealthspire.com/our-team/sneh-shah-cpa/
• Sonia Kraus, FPQP™
  https://www.wealthspire.com/our-team/sonia-kraus/
• Spencer Weiss, FPQP™
  https://www.wealthspire.com/our-team/spencer-weiss-fpqp/
• Stacey Rosenson, CFP®
  https://www.wealthspire.com/our-team/stacey-rosenson-cfp/
• Stephane de Brechard
  https://www.wealthspire.com/our-team/stephane-de-brechard/
• Stephanie Carmel, CFP®, CDFA®, MBA
  https://www.wealthspire.com/our-team/stephanie-carmel-cfp-cdfa-mba/
• Stephanie Selbach, CFP®, ChSNC®
  https://www.wealthspire.com/our-team/stephanie-forrester-cfp-aif/
• Stephen Kepler, CFP®, CDFA®
  https://www.wealthspire.com/our-team/stephen-kepler/
• Steve Branton, MSFP, CFP®, CPCC®
  https://www.wealthspire.com/our-team/steve-branton/
• Steven Broadhead
  https://www.wealthspire.com/our-team/steven-broadhead/
• Suzanne Williamson
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• Suzzie Carbone
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• Tammie Lenzner
  https://www.wealthspire.com/our-team/tammie-lenzner/
• Tatiana Dadykina, CFP®, CDFA®, AIF®
  https://www.wealthspire.com/our-team/tatiana-dadykina-cfp-cdfa-aif/
• Ted Leasure
  https://www.wealthspire.com/our-team/ted-leasure/
• Teddy Kramer
  https://www.wealthspire.com/our-team/teddy-kramer/
• Thomas J. Kavanagh, CFP®, CPWA®
  https://www.wealthspire.com/our-team/thomas-j-kavanagh-cfp-cpwa/
• Tierney Henderson
  https://www.wealthspire.com/our-team/tierney-henderson/
• Tim Curley
  https://www.wealthspire.com/our-team/tim-curley/
• Tim Hughes, CFP®
  https://www.wealthspire.com/our-team/tim-hughes-cfp/
• Tim Talbott, MA, CFP®
  https://www.wealthspire.com/our-team/tim-talbott/
• Tom Sand
  https://www.wealthspire.com/our-team/tom-sand/
• Tony Cruz, CAIA®
  https://www.wealthspire.com/our-team/tony-cruz-caia/
• Travis Walters
  https://www.wealthspire.com/our-team/travis-walters/
• Trent Hofmeister, CFP®
  https://www.wealthspire.com/our-team/trent-hofmeister/
• Tyler Reisinger
  https://www.wealthspire.com/our-team/tyler-reisinger/
• Tyrone Clarke
  https://www.wealthspire.com/our-team/tyrone-clarke/
• Uliana Michaelis, CFP®
  https://www.wealthspire.com/our-team/uliana-rymar-cfp/
• Vicki Tymann
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• Vincent Pecoraro, FPQP™
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• Virgil Wallace
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• Wes Gretkowski
  https://www.wealthspire.com/our-team/wes-gretkowski/
• Wyatt Reksten
  https://www.wealthspire.com/our-team/wyatt-reksten/
• Yadeiri Luzon
  https://www.wealthspire.com/our-team/yadeiri-luzon/
• Yoni Berhane, CFP®
  https://www.wealthspire.com/our-team/yoni-berhane-cfp/
• Zachary Gering, CFP®
  https://www.wealthspire.com/our-team/zachary-gering-cfp/
• Taylor Stathis, CFP®
  https://www.wealthspire.com/our-team/taylor-stathis-cfp/
• Matthew Yakstis, CPA
  https://www.wealthspire.com/our-team/matthew-yakstis-cpa/
• Madison O'Reilly
  https://www.wealthspire.com/our-team/madison-oreilly/
• Elizabeth Sforza
  https://www.wealthspire.com/our-team/elizabeth-sforza/
• Dylan Fox
  https://www.wealthspire.com/our-team/dylan-fox/
• Belle Bennett
  https://www.wealthspire.com/our-team/belle-bennett/
• Vicky Shi
  https://www.wealthspire.com/our-team/vicky-shi/
• John Green
  https://www.wealthspire.com/our-team/john-green/
• Jakub Malecki
  https://www.wealthspire.com/our-team/jakub-malecki/
• Mckayla Johnson, CFP®
  https://www.wealthspire.com/our-team/mckayla-johnson-cfp/
• Thomas Nardone
  https://www.wealthspire.com/our-team/thomas-nardone/
• Alicia Eichelberger, FPQP™
  https://www.wealthspire.com/our-team/alicia-eichelberger-fpqp/
• Michael Tyler, CFP®
  https://www.wealthspire.com/our-team/michael-tyler-cfp/
• Troy Solland
  https://www.wealthspire.com/our-team/troy-solland/
• Stephanie Jiwa
  https://www.wealthspire.com/our-team/stephanie-jiwa/
• Elizabeth Summers, J.D.
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• Benjamin Garner
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• Rick Worley
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• Amy Ruehlmann
  https://www.wealthspire.com/our-team/amy-ruehlmann/
• Carol Goldstein
  https://www.wealthspire.com/our-team/carol-goldstein/
• Brenna Paananen, CFP®, CIMA®
  https://www.wealthspire.com/our-team/brenna-paananen-cfp-cima/
• Sarah Hannibal, CFA®, CPA (inactive), MBA
  https://www.wealthspire.com/our-team/sarah-hannibal-cfa-cpa-inactive-mba/
• Madeline Rowe, CFP®
  https://www.wealthspire.com/our-team/madeline-rowe-cfp/
• Karin Maloney Stifler, CFP®, AIF®, MBA
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• Spencer Carver
  https://www.wealthspire.com/our-team/spencer-carver/
• Ethan Copeland
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• Paul Dryden, MBA, WMCP
  https://www.wealthspire.com/our-team/paul-dryden-mba-wmcp/
• Anne Melewski
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• Jackson Lemberger
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• Lauren Rathsack
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• Chloe Rebuffel
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• Emi Duarte
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• Michael Bueno
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• Jasmine James
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• Laura Cordova-Sanchez
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• Fernanda Diniz
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• Denise Lavoie
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• Holly Happ
  https://www.wealthspire.com/our-team/holly-happ/
• Nick Crapanzano
  https://www.wealthspire.com/our-team/nick-crapanzano/
• Jude Cypher, MBA, CSS
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• Patrick Lynch
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• Jenna Wolfe
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• Alexander Milley
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• Sara Lubanski
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• Ryan deLeon
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• Connor Davis
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• Lily Smith
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• Carter Spicer
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• Lilli Seidman
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• Alix Rosenbaum
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  https://www.wealthspire.com/our-team/keely-ford/
• Spencer Friedman, CRPC®
  https://www.wealthspire.com/our-team/spencer-friedman-crpc/
• Roynette McDonald-Vandi
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• Michael Walsh, Jr.
  https://www.wealthspire.com/our-team/michael-walsh-jr/
• Serge Villani, CFP®
  https://www.wealthspire.com/our-team/serge-villani-cfp/
• Kevin Flaaen
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• Erin Chausse
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• Sarah Pascucci
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• Ashley Phillips
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• Blog
  https://www.wealthspire.com/blog/
• First Time Homeowners: Have You Thought of Everything?
  https://www.wealthspire.com/blog/first-time-homeowners-have-you-thought-of-everything/
• Estate Planning in Light of Current Law: Your Questions and Our Answers - 2024 Update
  https://www.wealthspire.com/blog/estate-planning-tax-reform-questions-answers/
• What is an Intentionally Defective Grantor Trust (IDGT)?
  https://www.wealthspire.com/blog/intentionally-defective-grantor-trusts-idgt/
• Basics of Federal Estate, Gift, and Generation-Skipping Transfer (“GST”) Tax - 2024 Update
  https://www.wealthspire.com/blog/gst-tax/
• Mitigate New York’s Estate Tax Cliff with Smart Estate Planning and Gifting Strategies - 2024 Update
  https://www.wealthspire.com/blog/new-york-estate-tax-cliff/
• So You’re a New BigLaw Associate
  https://www.wealthspire.com/blog/biglaw-associate-planning/
• How Should I React to Market Volatility?
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• Qualified Business Income (QBI): Deduction May Create New Planning Strategies for Some Business Owners
  https://www.wealthspire.com/blog/qualified-business-income-qbi/
• A "How To" Guide to Retirement Savings for the Self-Employed
  https://www.wealthspire.com/blog/guide-retirement-savings-self-employed/
• Understanding New York’s Estate Tax “Cliff” - 2024 Update
  https://www.wealthspire.com/blog/understand-new-york-estate-tax-cliff/
• How Savvy Investors Plan for Education Expenses
  https://www.wealthspire.com/blog/education-planning/
• Financial Moves for New Parents: A 5-Point Checklist
  https://www.wealthspire.com/blog/financial-moves-new-parents-checklist/
• Spousal Lifetime Access Trusts (SLATs): FAQs - 2024 Update
  https://www.wealthspire.com/blog/spousal-lifetime-access-trusts-slats/
• The Powerful Tax Savings of "Qualified Small Business Stock"
  https://www.wealthspire.com/blog/tax-savings-qualified-small-business-stock-qsbs/
• Planning Challenges for Rising Partners at Top Law Firms
  https://www.wealthspire.com/blog/planning-challenges-rising-partners-top-law-firms/
• Why the Self-Employed Should Consider a Solo 401k
  https://www.wealthspire.com/blog/self-employed-solo-401k/
• 3 Tips to Help Junior Partners Avoid Lifestyle Creep
  https://www.wealthspire.com/blog/3-tips-partners-avoid-lifestyle-creep/
• What to Do If You Inherit an IRA Post-SECURE Act
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• When Is the Right Time to Hire a Financial Advisor?
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• What Are Incentive Stock Options (ISOs)?
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• What Corporate Executives Should Know About Their Equity Compensation
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  https://www.wealthspire.com/blog/budgeting-essentials-building-a-plan-that-works-for-you/
• Too Much of a Good Thing: What to Do When You're Overweight in Company Stock
  https://www.wealthspire.com/blog/too-much-of-a-good-thing-what-to-do-when-youre-overweight-in-company-stock/
• Sell or Stay? Thinking Strategically About Vested RSUs
  https://www.wealthspire.com/blog/sell-or-stay-thinking-strategically-about-vested-rsus/
• 6 Important Considerations for Retiring BigLaw Partners
  https://www.wealthspire.com/blog/6-important-considerations-for-retiring-biglaw-partners/
• Wealthspire Advisors Names Six “Rising Stars” at 2024 Advisor Summit
  https://www.wealthspire.com/news/wealthspire-advisors-names-six-rising-stars-at-2024-advisor-summit/
• Wealthspire Advisors to Acquire GM Advisory Group, Expands Family Office Services
  https://www.wealthspire.com/news/wealthspire-advisors-to-acquire-gm-advisory-group/
• Wealthspire Advisors Appoints Amanda Phillips-DeSaverio, Adds Denver Office
  https://www.wealthspire.com/news/wealthspire-advisors-appoints-amanda-phillips-desaverio-adds-denver-office/
• Wealthspire Advisors Announces Season 2 of Great Aspirations Podcast
  https://www.wealthspire.com/news/wealthspire-advisors-announces-season-2-great-aspirations-podcast/
• Wealthspire Advisors Partners with Choir to Advance Diversity and Inclusion in Media Landscape
  https://www.wealthspire.com/news/wealthspire-advisors-partners-with-choir-to-advance-diversity-and-inclusion-in-media-landscape/
• Wealthspire Advisors to Acquire ACG Wealth Management
  https://www.wealthspire.com/news/wealthspire-advisors-to-acquire-acg-wealth-management/
• Three Wealthspire Advisors Named to Forbes 2023 Best-in-State Wealth Advisors List
  https://www.wealthspire.com/news/three-wealthspire-advisors-named-to-forbes-best-in-state-wealth-advisors-list-2023/
• Wealthspire Advisors to Acquire Heron Wealth, a New York City-Based Wealth Management Firm
  https://www.wealthspire.com/news/wealthspire-advisors-acquires-heron-wealth/
• Jacob Even joins the team as SVP, Wealth Strategist - Tax Policy and Research
  https://www.wealthspire.com/news/jacob-even-joins-team-svp-wealth-strategist-tax-policy-research/
• Wealthspire Advisors Partners with Feeding America Eastern Wisconsin
  https://www.wealthspire.com/news/wealthspire-advisors-partners-with-feeding-america-eastern-wisconsin/
• Wealthspire Advisors Names Channing Olson Head of Integration and Project Management
  https://www.wealthspire.com/news/wealthspire-advisors-names-channing-olson-head-of-integration-and-project-management/
• Wealthspire Advisors Names Jandy Rowe Head of Client Service
  https://www.wealthspire.com/news/wealthspire-advisors-names-jandy-rowe-head-client-service/
• Wealthspire Advisors Partners with The Ultra-High-Net-Worth Institute
  https://www.wealthspire.com/news/wealthspire-advisors-partners-with-the-ultra-high-net-worth-institute/
• Wealthspire Advisors to Acquire Sage Financial Advisors, a Nevada-Based Wealth Management Firm
  https://www.wealthspire.com/news/wealthspire-advisors-acquire-sage-financial-advisors/
• Wealthspire Advisors Launches New Podcast: Great Aspirations
  https://www.wealthspire.com/news/wealthspire-advisors-launches-new-podcast-great-aspirations/
• Wealthspire Advisors Recognized on Inaugural Forbes/SHOOK Top RIA Firms Ranking
  https://www.wealthspire.com/news/wealthspire-advisors-recognized-inaugural-forbes-shook-top-ria-firms-ranking/
• Wealthspire Advisors Partners with Chapter to Offer Comprehensive Medicare Guidance for Clients Approaching Retirement
  https://www.wealthspire.com/news/wealthspire-advisors-partners-with-chapter-to-offer-comprehensive-medicare-guidance-for-clients-approaching-retirement/
• Wealthspire Advisors Named to Barron’s 2022 Top 100 RIA Firms list
  https://www.wealthspire.com/news/wealthspire-advisors-named-to-barrons-2022-top-100-ria-firms-list/
• Wealthspire Advisors’ Anora Gaudiano Named 2022 Rising Star by Financial Planning
  https://www.wealthspire.com/news/wealthspire-advisors-anora-gaudiano-named-2022-rising-star-financial-planning/
• Wealthspire Advisors Appoints Honey-Brooks to Expanded Family Office Services Team
  https://www.wealthspire.com/news/wealthspire-advisors-appoints-honey-brooks-to-expanded-family-office-services-team/
• Two Wealthspire Advisors Named to Forbes 2022 Best-In-State Wealth Advisors List
  https://www.wealthspire.com/news/two-wealthspire-advisors-named-to-forbes-2022-best-in-state-wealth-advisors-list/
• Wealthspire Advisors Names Nine New Managing Directors
  https://www.wealthspire.com/news/wealthspire-advisors-names-nine-new-managing-directors/
• Two Wealthspire Team Members Named to 2022 Forbes List of Best-in-State Women Wealth Advisors
  https://www.wealthspire.com/news/two-wealthspire-team-members-2022-forbes-best-in-state-women-wealth-advisors/
• Four Wealthspire Advisors Named Top Financial Advisors by Washingtonian Magazine
  https://www.wealthspire.com/news/four-wealthspire-advisors-named-top-financial-advisors-by-washingtonian-magazine/
• Wealthspire Advisors Names Executive to Lead Family Office Initiative
  https://www.wealthspire.com/news/wealthspire-advisors-names-executive-to-lead-family-office-initiative/
• NFP’s Lenox Wealth Advisors to Integrate with Wealthspire Advisors
  https://www.wealthspire.com/news/nfp-lenox-wealth-advisors-integrate-wealthspire-advisors/
• Wealthspire Advisors to Acquire California-based Wealth Management Firm, Private Ocean
  https://www.wealthspire.com/news/wealthspire-advisors-acquire-private-ocean/
• Wealthspire Advisors Announces CFP Board Center for Financial Planning Sponsorship
  https://www.wealthspire.com/news/wealthspire-advisors-cfp-board-center-for-financial-planning-sponsorship/
• Wealthspire Advisors to Acquire Private Capital Group
  https://www.wealthspire.com/news/wealthspire-advisors-acquire-private-capital-group/
• Wealthspire Advisors Named to Barron’s 2021 Top 100 RIA Firms List
  https://www.wealthspire.com/news/wealthspire-advisors-named-to-barrons-2021-top-100-ria-firms-list/
• Wealthspire Advisors’ Amanda Campbell Named to InvestmentNews 40 Under 40 List
  https://www.wealthspire.com/news/amanda-campbell-investmentnews-40-under-40/
• Two Wealthspire Team Members Named to 2021 Forbes List of Top Women Wealth Advisors
  https://www.wealthspire.com/news/wealthspire-2021-forbes-top-women-wealth-advisors-list/
• Three Wealthspire Advisors Named to Forbes 2021 Best-In-State Wealth Advisors List
  https://www.wealthspire.com/news/wealthspire-advisors-forbes-2021-best-in-state-wealth-advisors/
• Wealthspire Advisors Rolls Out Impact and ESG-Based Investment Portfolios
  https://www.wealthspire.com/news/wealthspire-advisors-rolls-out-impact-esg-based-investment-portfolios/
• Wealthspire Advisors’ Tim Hughes and Ashley Iddings Named Top Wealth Advisors by Washingtonian Magazine
  https://www.wealthspire.com/news/hughes-iddings-top-wealth-advisors-washingtonian/
• Wealthspire Advisors Names Jim DeCarlo Chief Strategic Growth Officer
  https://www.wealthspire.com/news/wealthspire-names-jim-decarlo-chief-strategic-growth-officer/
• Gail Harris, Senior Vice President, Earns Exit Planning Designation
  https://www.wealthspire.com/news/harris-earns-exit-planning-designation/
• Senior Vice President David Dickman to Speak at RIA Institute's Virtual Forum
  https://www.wealthspire.com/news/david-dickman-ria-institute-virtual-forum/
• Oliver Pursche Joins Wealthspire Advisors as Senior Vice President
  https://www.wealthspire.com/news/oliver-pursche-joins-wealthspire-advisors-senior-vice-president-advisor/
• Wealthspire Advisors To Acquire StratWealth
  https://www.wealthspire.com/news/wealthspire-advisors-acquires-stratwealth/
• Wealthspire Advisors Named to Barron’s 2020 Top 100 RIA Firms List
  https://www.wealthspire.com/news/wealthspire-advisors-barrons-2020-top-100-ria-firms-list/
• Wealthspire Advisors Named to Financial Times 300 Top RIAs List
  https://www.wealthspire.com/news/wealthspire-advisors-financial-times-300-top-rias-list-2020/
• Wealthspire Advisors Launches Outsourced CIO Services
  https://www.wealthspire.com/news/wealthspire-advisors-launches-outsourced-cio-services/
• Wealthspire Advisors Announces Donation to Feeding America
  https://www.wealthspire.com/news/wealthspire-advisors-donation-feeding-america/
• Wealthspire Advisors Opens Boca Raton Office
  https://www.wealthspire.com/news/wealthspire-advisors-boca-raton-office/
• Wealthspire Advisors’ Rockville Office Moves to Park Potomac
  https://www.wealthspire.com/news/wealthspire-advisors-rockville-office-moves-park-potomac/
• Wealthspire Advisors’ Ashley Iddings and Grant Ruder Named Top Financial Advisers by Washingtonian Magazine
  https://www.wealthspire.com/news/iddings-ruder-top-financial-advisers-washingtonian/
• Wealthspire Advisors Engages Align Impact to Enhance its Impact Investing Offerings
  https://www.wealthspire.com/news/wealthspire-advisors-engages-align-impact/
• Sontag Advisory and Bronfman Rothschild Combine to Launch Wealthspire Advisors
  https://www.wealthspire.com/news/sontag-advisory-and-bronfman-rothschild-combine-to-launch-wealthspire-advisors/
• Barron’s Names Wealthspire Advisors to 2019’s List of Nation’s Top RIA Firms
  https://www.wealthspire.com/news/barrons-names-wealthspire-advisors-to-2019s-list-of-nations-top-ria-firms/
• Wealthspire Advisors Predecessor Bronfman Rothschild Welcomes John Montgomery to the Team
  https://www.wealthspire.com/news/montgomery-joins-team/
• Financial Advisor Magazine Ranks Wealthspire Advisors Predecessor Sontag Advisory #53 in 2019 RIA Survey
  https://www.wealthspire.com/news/financial-advisor-magazine-sontag-advisory-2019-ria-survey/
• Kevin Smith to Speak at InVest Digital Wealth Management Event
  https://www.wealthspire.com/news/kevin-smith-speak-invest/
• Wealthspire Advisors Predecessor Bronfman Rothschild Announces Close of Acquisition by NFP’s Sontag Advisory
  https://www.wealthspire.com/news/bronfman-rothschild-announces-close-acquisition-nfp-sontag-advisory/
• Chris Maxey and John Wolff to Participate at CAIA and K&L Gates Opportunity Zones Event
  https://www.wealthspire.com/news/maxey-wolff-appear-on-opportunity-zone-panel/
• Wealthspire Predecessor Bronfman Rothschild named a 2019 “Best Places to Work for Financial Advisers” by InvestmentNews
  https://www.wealthspire.com/news/bronfman-rothschild-2019-best-places-to-work/
• NFP to Acquire Wealthspire Advisors Predecessor Bronfman Rothschild
  https://www.wealthspire.com/news/nfp-to-acquire-bronfman-rothschild/
• Wealthspire Advisors Predecessor Bronfman Rothschild Expands Investment Team with Hire of Christopher Maxey
  https://www.wealthspire.com/news/bronfman-rothschild-expands-investment-team-hire-christopher-maxey/
• Wealthspire Advisors Predecessor Bronfman Rothschild Named to Financial Times Top 300 Registered Investment Advisor List for Third Year
  https://www.wealthspire.com/news/bronfman-rothschild-named-financial-times-top-300-registered-investment-advisor-list-third-year/
• Wealthspire Advisors Predecessor Bronfman Rothschild Named a 2018 “Best Places to Work for Financial Advisers” by InvestmentNews
  https://www.wealthspire.com/news/bronfman-rothschild-named-2018-best-places-work-financial-advisers-investmentnews/
• Michael LaMena to join Wealthspire Advisors Predecessor Bronfman Rothschild as President and Chief Operating Officer
  https://www.wealthspire.com/news/michael-lamena-join-bronfman-rothschild-president-chief-operating-officer/
• Wealthspire Advisors Predecessor Bronfman Rothschild Named to Financial Times Top 300 Registered Investment Advisor List
  https://www.wealthspire.com/news/bronfman-rothschild-named-financial-times-top-300-registered-investment-advisor-list/
• John H. Wolff and Team from Capital Fiduciary Advisors Join Wealthspire Advisors Predecessor Bronfman Rothschild
  https://www.wealthspire.com/news/john-h-wolff-and-team-from-capital-fiduciary-advisors-join-bronfman-rothschild/
• Marilyn S. Napoli Joins Wealthspire Advisors Predecessor Bronfman Rothschild
  https://www.wealthspire.com/news/marilyn-s-napoli-joins-bronfman-rothschild/
• Wealthspire Advisors Predecessor Bronfman Rothschild Acquires TriCapital Advisors
  https://www.wealthspire.com/news/bronfman-rothschild-acquires-tricapital-advisors/
• Wealthspire Advisors Predecessor Bronfman E.L. Rothschild Ranks Number 2 on Financial Advisor Magazine’s List of the Fastest Growing RIA Firms
  https://www.wealthspire.com/news/bronfman-e-l-rothschild-ranks-number-2-on-financial-advisor-magazines-list-of-the-fastest-growing-ria-firms/
• Aviva Pinto to Lead Panel at Family Office Forum
  https://www.wealthspire.com/news/aviva-pinto-to-lead-panel-at-family-office-forum/
• Wealthspire Advisors Predecessor Bronfman E. L. Rothschild Names Hoyt Stastney General Counsel
  https://www.wealthspire.com/news/hoyt-stastney-named-general-counsel/
• Wealthspire Advisors Predecessor Bronfman E.L. Rothschild Acquires Highline Wealth Management
  https://www.wealthspire.com/news/bronfman-e-l-rothschild-acquires-highline-wealth-management/
• Wealthspire Advisors Predecessor Bronfman E.L. Rothschild Acquires Lake Country Wealth Management
  https://www.wealthspire.com/news/bronfman-e-l-rothschild-acquires-lake-country-wealth-management/
• Wealthspire Advisors Acquire Ohio Based Walden Wealth Partners
  https://www.wealthspire.com/news/wealthspire-advisors-acquire-ohio-based-walden-wealth-partners/
• Frank Marzano helps give back to Coachella Valley
  https://www.wealthspire.com/news/frank-marzano-helps-give-back-to-coachella-valley/
• Chris Castellano speaks at BNY | Pershing Insite 2023
  https://www.wealthspire.com/news/chris-castellano-speaks-at-bny-pershing-insite-2023/
• Wealthspire Advisors attends The American Express PGA Golf Tournament in Palm Springs
  https://www.wealthspire.com/news/wealthspire-advisors-attends-the-american-express-pga-golf-tournament-in-palm-springs/
• Wealthspire Advisors attends Worth Cities Summit 2023
  https://www.wealthspire.com/news/wealthspire-advisors-attends-worth-cities-summit-2023/
• Wealthspire Advisors Adds Seasoned Investment Advisor Michael J. Santo
  https://www.wealthspire.com/news/wealthspire-advisors-adds-seasoned-investment-advisor-michael-j-santo/
• Wealthspire Advisors attends Women & Worth Summit 2023
  https://www.wealthspire.com/news/wealthspire-advisors-attends-women-worth-summit-2023/
• Wealthspire Advisors Expands Seattle Office with Addition of Blake Barr
  https://www.wealthspire.com/news/wealthspire-advisors-expands-seattle-office-with-addition-of-blake-barr/
• Wealthspire Advisors Forms Partnership with Professional Golfer Matthieu Pavon
  https://www.wealthspire.com/news/wealthspire-advisors-forms-partnership-with-professional-golfer-matthieu-pavon/
• Wealthspire Advisors Releases New Season of Great Aspirations Podcast
  https://www.wealthspire.com/news/wealthspire-advisors-releases-new-season-of-great-aspirations-podcast/
• Wealthspire Advisors Evolves Client Experience to Provide High-Touch Lifestyle Services
  https://www.wealthspire.com/news/wealthspire-advisors-evolves-client-experience-to-provide-high-touch-lifestyle-services/
• Wealthspire Advisors Launches Sage Advice Podcast
  https://www.wealthspire.com/news/wealthspire-advisors-launches-sage-advice-podcast/
• Frank Marzano, CFP®, CPA Inducted into Barron’s Advisor Hall of Fame
  https://www.wealthspire.com/news/frank-marzano-cfp-cpa-inducted-into-barron-s-advisor-hall-of-fame/
• Wealthspire Advisors Launches Art InSpired
  https://www.wealthspire.com/news/wealthspire-advisors-launches-art-inspired/
• Wealthspire Advisors Announces 2025 “Rising Stars” Award Recipients
  https://www.wealthspire.com/news/wealthspire-advisors-announces-2025-rising-stars-award-recipients/
• Wealthspire Advisors Honors Greg Friedman with Inaugural John Wolff Philanthropy Award
  https://www.wealthspire.com/news/wealthspire-advisors-honors-greg-friedman-with-inaugural-john-wolff-philanthropy-award/
• Wealthspire Advisors Launches Mission-Driven Philanthropy Initiative
  https://www.wealthspire.com/news/wealthspire-advisors-launches-mission-driven-philanthropy-initiative/
• Wealthspire Advisors Launches Business Owner Bootcamp Podcast
  https://www.wealthspire.com/news/wealthspire-advisors-launches-business-owner-bootcamp-podcast/
• Wealthspire Advisors Expands Commitment to Professional and Amateur Athletes
  https://www.wealthspire.com/news/wealthspire-advisors-expands-commitment-to-professional-and-amateur-athletes/
• Wealthspire Advisors included in Financial Advisor Magazine's RIA Ranking
  https://www.wealthspire.com/news/wealthspire-advisors-included-in-financial-advisor-magazines-ria-ranking/
• Wealthspire Advisors’ Rick Van Benschoten Named a Recipient of 2025 Sam Snead Award
  https://www.wealthspire.com/news/wealthspire-advisors-rick-van-benschoten-named-a-recipient-of-2025-sam-snead-award/
• Wealthspire Advisors Launches “Find Your People” Program to Empower the Next Generation of Financial Advisors
  https://www.wealthspire.com/news/wealthspire-advisors-launches-find-your-people-program-to-empower-the-next-generation-of-financial-advisors/
• Wealthspire Advisors to Acquire Northern California-Based Marin Financial Advisors
  https://www.wealthspire.com/news/wealthspire-advisors-to-acquire-northern-california-based-marin-financial-advisors/
• Five Wealthspire Advisors Named to InvestmentNews' $100M Club: Top Female Advisors 2025 List
  https://www.wealthspire.com/news/five-wealthspire-advisors-named-to-investmentnews-100m-club-top-female-advisors-2025-list/
• Guides Whitepapers
  https://www.wealthspire.com/guides-whitepapers/
• Charitable Remainder Trusts
  https://www.wealthspire.com/guides-whitepapers/charitable-remainder-trusts/
• 2025 Federal & State Estate and Gift Tax Cheat Sheet
  https://www.wealthspire.com/guides-whitepapers/federal-state-estate-gift-tax/
• Charitable Remainder Trusts (CRTs)
  https://www.wealthspire.com/guides-whitepapers/charitable-remainder-trusts/
• Tax Planning Opportunities with QSBS – “Packing” & “Stacking”
  https://www.wealthspire.com/guides-whitepapers/tax-planning-opportunities-with-qsbs-packing-stacking/
• A Guide to Qualified Personal Residence Trusts (QPRTs)
  https://www.wealthspire.com/guides-whitepapers/guide-qualified-personal-residence-trusts-qprts/
• Wealthspire FOS Wealth Strategy Team in Action: Client Stories
  https://www.wealthspire.com/guides-whitepapers/fos-case-study-1/
• Wealthspire FOS Wealth Strategy Team in Action: Client Stories (1)
  https://www.wealthspire.com/guides-whitepapers/fos-case-study-2/
• Wealthspire FOS Wealth Strategy Team in Action: Client Stories (2)
  https://www.wealthspire.com/guides-whitepapers/fos-case-study-3/
• Planning Ahead: Preparing a Spouse or Partner to Manage Your Finances
  https://www.wealthspire.com/guides-whitepapers/planning-ahead-preparing-spouse-partner-manage-finances/
• Pre-Marital Preparedness Checklist
  https://www.wealthspire.com/guides-whitepapers/pre-marital-preparedness-checklist/
• The Pre-Retirement Preparedness Checklist
  https://www.wealthspire.com/guides-whitepapers/pre-retirement-checklist/
• The Financial Uncertainty Preparedness Checklist
  https://www.wealthspire.com/guides-whitepapers/financial-uncertainty-preparedness-checklist-copy/
• The Divorce Checklist
  https://www.wealthspire.com/guides-whitepapers/divorce-checklist/
• The Mid-Career Financial Preparedness Checklist
  https://www.wealthspire.com/guides-whitepapers/mid-career-preparedness-checklist/
• Evergreen Private Equity
  https://www.wealthspire.com/guides-whitepapers/evergreen-private-equity/
• Common Financial Mistakes During a Divorce
  https://www.wealthspire.com/guides-whitepapers/common-financial-mistakes-during-a-divorce/
• How Corporations Fit into Broader Tax and Estate Planning
  https://www.wealthspire.com/guides-whitepapers/how-corporations-fit-into-broader-tax-and-estate-planning/
• Why LLCs and General Partnerships Offer Flexible Planning Opportunities
  https://www.wealthspire.com/guides-whitepapers/why-llcs-and-general-partnerships-offer-flexible-planning-opportunities/
• Guidebooks
  https://www.wealthspire.com/guidebooks/
• Market Commentary
  https://www.wealthspire.com/market-commentary/
• 2020 1st Quarter Commentary: “Poorly Drawn Corollaries”
  https://www.wealthspire.com/market-commentary/2020-1st-quarter-commentary-poorly-drawn-corollaries/
• 2020 2nd Quarter Commentary: “Another Ride on the Roller Coaster?”
  https://www.wealthspire.com/market-commentary/2020-q2-commentary-another-ride-roller-coaster/
• 2020 4th Quarter Commentary: “2020: Happily In Hindsight”
  https://www.wealthspire.com/market-commentary/2020-4th-quarter-commentary/
• 2021 1st Quarter Commentary: “Modern is the Setting, Not the Theory”
  https://www.wealthspire.com/market-commentary/2021-1st-quarter-commentary-modern-setting-not-theory/
• 2021 2nd Quarter Commentary: “The Permanent Debate of Transitory Metrics”
  https://www.wealthspire.com/market-commentary/2021-2nd-quarter-commentary-permanent-debate-transitory-metrics/
• 2021 3rd Quarter Commentary: “Updating an Outdated Jigsaw Puzzle”
  https://www.wealthspire.com/market-commentary/2021-3rd-quarter-commentary-updating-outdated-jigsaw-puzzle/
• 2021 4th Quarter Commentary: “A Bit of Déjà Vu”
  https://www.wealthspire.com/market-commentary/2021-4th-quarter-commentary-a-bit-of-deja-vu/
• 2022 1st Quarter Commentary: “Bound by Bonds”
  https://www.wealthspire.com/market-commentary/2022-1st-quarter-commentary-bound-by-bonds/
• 2022 2nd Quarter Commentary: “Inflation Has Everyone on Edge – What Comes Next? ”
  https://www.wealthspire.com/market-commentary/2022-2nd-quarter-commentary-inflation-has-everyone-on-edge-what-comes-next/
• 2022 3rd Quarter Commentary: “When Does the Song Change?”
  https://www.wealthspire.com/market-commentary/2022-3rd-quarter-commentary-when-does-the-song-change/
• 2022 4th Quarter Commentary: “The Year in Review”
  https://www.wealthspire.com/market-commentary/2022-4th-quarter-commentary-the-year-in-review/
• 2023 1st Quarter Commentary: “Bank to the Future”
  https://www.wealthspire.com/market-commentary/2023-1st-quarter-commentary-bank-to-the-future/
• 2023 2nd Quarter Commentary: “A Welcome Return to Precedented”
  https://www.wealthspire.com/market-commentary/2023-2nd-quarter-commentary-welcome-return-precedented/
• 2023 3rd Quarter Commentary: “Rising Rates from A to ZIRP”
  https://www.wealthspire.com/market-commentary/2023-3rd-quarter-commentary-rising-rates-from-a-to-zirp/
• 2023 4th Quarter Commentary: “A Welcome Return to Positive Performance”
  https://www.wealthspire.com/market-commentary/2023-4th-quarter-commentary-welcome-return-positive-performance/
• 2024 1st Quarter Commentary: “In a world drenched in pessimism, it pays to be optimistic.”
  https://www.wealthspire.com/market-commentary/2024-1st-quarter-commentary-in-a-world-drenched-in-pessimism-it-pays-to-be-optimistic/
• 2024 2nd Quarter Commentary: “Narrow Path: Different, But Not New”
  https://www.wealthspire.com/market-commentary/2024-2nd-quarter-commentary-narrow-path-different-not-new/
• 2024 3rd Quarter Commentary: “Four Years Later, Again”
  https://www.wealthspire.com/market-commentary/2024-3rd-quarter-commentary-four-years-later-again/
• 2024 4th Quarter Commentary: “The Year in Review"
  https://www.wealthspire.com/market-commentary/2024-4th-quarter-commentary-the-year-in-review/
• 2025 1st Quarter Commentary: “April 2nd, Sticks Before Carrots"
  https://www.wealthspire.com/market-commentary/2025-1st-quarter-commentary-april-2nd-sticks-before-carrots/
• 2025 2nd Quarter Commentary: "Headlines, Reality, and OBBB"
  https://www.wealthspire.com/market-commentary/2025-2nd-quarter-commentary-headlines-reality-and-obbb/
• Podcasts
  https://www.wealthspire.com/podcasts/
• Tech Savvy: How Alia Wagenhoffer shifted gears from being a financial advisor to leading fintech.
  https://www.wealthspire.com/podcasts/tech-savvy-how-alia-wagenhoffer-shifted-gears-from-being-a-financial-advisor-to-leading-fintech/
• Words of Wisdom: How financial reporter Anora Gaudiano shifted careers to become a financial advisor
  https://www.wealthspire.com/podcasts/words-of-wisdom-how-financial-reporter-anora-gaudiano-shifted-careers-to-become-a-financial-advisor/
• From Hollywood to High Net Worth: How Heather Flanagan is helping redefine family office services in the RIA Industry
  https://www.wealthspire.com/podcasts/from-hollywood-to-high-net-worth-how-heather-flanagan-is-helping-redefine-family-office-services-in-the-ria-industry/
• Leadership Redefined: Michele Walthert's journey from financial advisor to RIA leadership
  https://www.wealthspire.com/podcasts/leadership-redefined-michele-walthert/
• From IBM VP to Advisor: How Stephanie Carmel shifted gears to pursue her passion of becoming an advisor.
  https://www.wealthspire.com/podcasts/words-of-wisdom-from-ibm-vp-to-advisor/
• Redefining C-Suite: Donna Levy’s Journey to Advisory and Investment Leadership
  https://www.wealthspire.com/podcasts/redefining-c-suite-donna-levy/
• Designing Success: Channing Olson’s path to RIA leadership through operational excellence
  https://www.wealthspire.com/podcasts/designing-success/
• Teaching Finance: Rachel Haberman's Journey from Teacher to Aspiring Financial Advisor
  https://www.wealthspire.com/podcasts/teaching-finance/
• The Business of Experience: How Dennis Moseley-Williams helps financial organizations create transformative experiences for clients.
  https://www.wealthspire.com/podcasts/the-business-of-experience/
• The New Skool Approach: How FiComm modernized marketing and helped advisors strengthen client relationships
  https://www.wealthspire.com/podcasts/the-new-skool-approach/
• Closing the Gap: How Trevor Rozier-Byrd is bridging the racial wealth gap through investment app, Stackwell
  https://www.wealthspire.com/podcasts/closing-gap-trevor-rozier-byrd-bridging-racial-wealth-gap-investment-app-stackwell/
• Planning for Life's Next Chapter: How Cobi Blumenfeld-Gantz Helped Simplify Medicare for Clients and Advisors
  https://www.wealthspire.com/podcasts/planning-lifes-next-chapter-cobi-blumenfeld-gantz-simplifying-medicare/
• Value Beyond Investing: How Bento Engine Helps Client-Centric Advisors Deepen Existing Relationships
  https://www.wealthspire.com/podcasts/value-beyond-investing-how-bento-engine-helps-client-centric-advisors-deepen-existing-relationships/
• Building a Village: Mike Delgass and Christine Lai on Supporting the Special Needs Community
  https://www.wealthspire.com/podcasts/building-a-village-mike-delgass-christine-lai-supporting-special-needs-community/
• Health and Wealth: How Two Sisters Combined Forces to Help Women Take Charge of Their Lives
  https://www.wealthspire.com/podcasts/health-and-wealth-how-two-sisters-combined-forces-to-help-women-take-charge-of-their-lives/
• Life in Abstract: Abbott Stillman’s Inspiring Journey from Real Estate to Art
  https://www.wealthspire.com/podcasts/life-in-abstract-abbott-stillman-s-inspiring-journey-from-real-estate-to-art/
• Empowered: Mike James’ Inspiring Journey to Leadership and Philanthropy
  https://www.wealthspire.com/podcasts/empowered-mike-james-inspiring-journey-to-leadership-and-philanthropy/
• The Highest Peak: A Band of Brothers’ Pursuit of Fellowship, Fundraising and Fun
  https://www.wealthspire.com/podcasts/the-highest-peak-a-band-of-brothers-pursuit-of-fellowship-fundraising-and-fun/
• A Wish Fulfilled: Matthieu Pavon’s Journey to the Masters
  https://www.wealthspire.com/podcasts/a-wish-fulfilled-matthieu-pavon-s-journey-to-the-masters/
• Life in Full Bloom: Jim McCann’s Impact and Legacy on Modern Business and Philanthropy
  https://www.wealthspire.com/podcasts/life-in-full-bloom-jim-mccann-s-impact-and-legacy-on-modern-business-and-philanthropy/
• Dreams Achieved: Caroline Gaynor's Lessons from Guiding Visually Impaired Athletes
  https://www.wealthspire.com/podcasts/dreams-achieved-caroline-gaynors-lessons-from-guiding-visually-impaired-athletes/
• From Breaking News to Building Legacy: Angie Lau's Journey to Living a Life Fulfilled
  https://www.wealthspire.com/podcasts/from-breaking-news-to-building-legacy-angie-laus-journey-to-living-a-life-fulfilled/
• In Crowd Podcasts
  https://www.wealthspire.com/in-crowd-podcasts/
• Home Grown: How Buffalo Built Helps Firms Escape the Sea of Sameness
  https://www.wealthspire.com/in-crowd-podcasts/home-grown-how-buffalo-built-helps-firms-escape-the-sea-of-sameness/
• Millennial Girl: How April Rudin Changed the Game for the Financial Services Industry
  https://www.wealthspire.com/in-crowd-podcasts/millennial-girl-how-april-rudin-changed-the-game-for-the-financial-services-industry/
• Changing the Game: How Adam Cox's Personal Mission Drives His Work to Elevate the Financial Services Industry
  https://www.wealthspire.com/in-crowd-podcasts/changing-the-game-how-adam-coxs-personal-mission-drives-his-work-to-elevate-the-financial-services-industry/
• Owned and Earned: How Joe Anthony helped elevate the Finserv industry's growing need for great PR
  https://www.wealthspire.com/in-crowd-podcasts/owned-and-earned-how-joe-anthony-helped-elevate-the-finserv-industrys-growing-need-for-great-pr/
• Embracing Legacy: Michelle Panzera's Approach to Marketing for an Evolving Industry
  https://www.wealthspire.com/in-crowd-podcasts/embracing-legacy-michelle-panzeras-approach-to-marketing-for-an-evolving-industry/
• Serendipity: Elizabeth Pizzinato's Journey from the Four Seasons to Wealth Management
  https://www.wealthspire.com/in-crowd-podcasts/serendipity-elizabeth-pizzinatos-journey-from-the-four-seasons-to-wealth-management/
• Women & Wealth: Cary Carbonaro's Passion for Empowering Women
  https://www.wealthspire.com/in-crowd-podcasts/women-wealth-cary-carbonaros-passion-for-empowering-women/
• Sage Advice Podcasts
  https://www.wealthspire.com/sage-advice-podcasts/
• Sage Advice from Dr. Maria Christina Sheehan
  https://www.wealthspire.com/sage-advice-podcasts/sage-advice-from-dr-maria-christina-sheehan/
• Business Owner Bootcamp
  https://www.wealthspire.com/business-owner-bootcamp/
• Episode 1
  https://www.wealthspire.com/business-owner-bootcamp/episode-1/
• Episode 2
  https://www.wealthspire.com/business-owner-bootcamp/episode-2/
• Episode 3
  https://www.wealthspire.com/business-owner-bootcamp/episode-3/
• Episode 4
  https://www.wealthspire.com/business-owner-bootcamp/episode-4/
• Episode 5
  https://www.wealthspire.com/business-owner-bootcamp/episode-5/
• Episode 6
  https://www.wealthspire.com/business-owner-bootcamp/episode-6/
• Episode 7
  https://www.wealthspire.com/business-owner-bootcamp/episode-7/
• Video
  https://www.wealthspire.com/video/
• Winter 2021 Market Recap
  https://www.wealthspire.com/video/winter-2021-market-recap/
• Markets in 2 Minutes - April 2021
  https://www.wealthspire.com/video/markets-in-2-minutes-april-2021/
• Spring 2021 Market Recap
  https://www.wealthspire.com/video/spring-2021-market-recap/
• Markets in 2 Minutes - May 2021
  https://www.wealthspire.com/video/markets-in-2-minutes-may-2021/
• Markets in 2 Minutes - June 2021
  https://www.wealthspire.com/video/markets-in-2-minutes-june-2021/
• Special Needs & Special Education Planning: Mental Health in Special Education
  https://www.wealthspire.com/video/special-needs-special-education-planning-mental-health/
• Markets in 2 Minutes - July 2021
  https://www.wealthspire.com/video/markets-in-2-minutes-july-2021/
• Mid-Year 2021 Market Recap & Outlook
  https://www.wealthspire.com/video/mid-year-2021-market-recap-outlook/
• Markets in 2 Minutes - August 2021
  https://www.wealthspire.com/video/markets-in-2-minutes-august-2021/
• Markets in 2 Minutes - September 2021
  https://www.wealthspire.com/video/markets-in-2-minutes-september-2021/
• Markets in 2 Minutes - October 2021
  https://www.wealthspire.com/video/markets-in-2-minutes-october-2021/
• Markets in 2 Minutes - November 2021
  https://www.wealthspire.com/video/markets-in-2-minutes-november-2021/
• Markets in 2 Minutes - December 2021
  https://www.wealthspire.com/video/markets-in-2-minutes-december-2021/
• Markets in 2 Minutes - January 2022
  https://www.wealthspire.com/video/markets-in-2-minutes-january-2022/
• Winter 2022 Market Recap & Outlook
  https://www.wealthspire.com/video/winter-2022-market-recap-outlook/
• Markets in 2 Minutes - February 2022
  https://www.wealthspire.com/video/markets-in-2-minutes-february-2022/
• Markets in 2 Minutes - March 2022
  https://www.wealthspire.com/video/markets-in-2-minutes-march-2022/
• Markets in 2 Minutes - April 2022
  https://www.wealthspire.com/video/markets-in-2-minutes-april-2022/
• Markets in 2 Minutes - May 2022
  https://www.wealthspire.com/video/markets-in-2-minutes-may-2022/
• Markets in 2 Minutes - June 2022
  https://www.wealthspire.com/video/markets-in-2-minutes-june-2022/
• Markets in 2 Minutes - July 2022
  https://www.wealthspire.com/video/markets-in-2-minutes-july-2022/
• Summer 2022 Market Recap & Outlook
  https://www.wealthspire.com/video/summer-2022-market-recap-outlook/
• Markets in 2 Minutes - August 2022
  https://www.wealthspire.com/video/markets-in-2-minutes-august-2022/
• Markets in 2 Minutes - September 2022
  https://www.wealthspire.com/video/markets-in-2-minutes-september-2022/
• Markets in 2 Minutes - October 2022
  https://www.wealthspire.com/video/markets-in-2-minutes-october-2022/
• Markets in 2 Minutes - October 2022 - Part 2
  https://www.wealthspire.com/video/markets-in-2-minutes-october-2022-part-2/
• Markets in 2 Minutes - November 2022
  https://www.wealthspire.com/video/markets-in-2-minutes-november-2022/
• Eldercare: Are You and Your Family Prepared?
  https://www.wealthspire.com/video/eldercare-are-you-and-your-family-prepared/
• Special Needs Planning: Schools, Trusts, & Beyond
  https://www.wealthspire.com/video/special-needs-planning-schools-trusts-beyond/
• Financial Literacy for Kids: Teaching Good Money Habits Across Generations
  https://www.wealthspire.com/video/financial-literacy-for-kids-teaching-good-money-habits-across-generations/
• Markets in 2 Minutes - December 2022
  https://www.wealthspire.com/video/markets-in-2-minutes-december-2022/
• Markets in 2 Minutes - January 2023
  https://www.wealthspire.com/video/markets-in-2-minutes-january-2023/
• Winter 2023 Market Recap & Outlook
  https://www.wealthspire.com/video/winter-2023-market-recap-outlook/
• Markets in 2 Minutes - February 2023
  https://www.wealthspire.com/video/markets-in-2-minutes-february-2023/
• Markets in 2 Minutes - March 2023
  https://www.wealthspire.com/video/markets-in-2-minutes-march-2023/
• Markets in 2 Minutes - Silicon Valley Bank
  https://www.wealthspire.com/video/markets-in-2-minutes-silicon-valley-bank/
• Markets in 2 Minutes - April 2023
  https://www.wealthspire.com/video/markets-in-2-minutes-april-2023/
• Markets in 2 Minutes - May 2023
  https://www.wealthspire.com/video/markets-in-2-minutes-may-2023/
• Markets in 2 Minutes - June 2023
  https://www.wealthspire.com/video/markets-in-2-minutes-june-2023/
• Markets in 2 Minutes - June 2023 v2
  https://www.wealthspire.com/video/markets-in-2-minutes-june-2023-v2/
• Markets in 2 Minutes - July 2023
  https://www.wealthspire.com/video/markets-in-2-minutes-july-2023/
• Summer 2023 Market Recap & Outlook
  https://www.wealthspire.com/video/summer-2023-market-recap-outlook/
• Markets in 2 Minutes - August 2023
  https://www.wealthspire.com/video/markets-in-2-minutes-august-2023/
• Wealth Transfer: Destigmatizing Money Conversations
  https://www.wealthspire.com/video/wealth-transfer-destigmatizing-money-conversations/
• Markets in 2 Minutes - September 2023
  https://www.wealthspire.com/video/markets-in-2-minutes-september-2023/
• Markets in 2 Minutes - October 2023
  https://www.wealthspire.com/video/markets-in-2-minutes-october-2023/
• Markets in 2 Minutes - November 2023
  https://www.wealthspire.com/video/markets-in-2-minutes-november-2023/
• Markets in 2 Minutes - January 2024
  https://www.wealthspire.com/video/markets-in-2-minutes-january-2024/
• Winter 2024 Market Recap & Outlook
  https://www.wealthspire.com/video/winter-2024-market-recap-outlook/
• Markets in 2 Minutes - February 2024
  https://www.wealthspire.com/video/markets-in-2-minutes-february-2024/
• Markets in 2 Minutes - March 2024
  https://www.wealthspire.com/video/markets-in-2-minutes-march-2024/
• Markets in 2 Minutes - April 2024
  https://www.wealthspire.com/video/markets-in-2-minutes-april-2024/
• Markets in 2 Minutes - May 2024
  https://www.wealthspire.com/video/markets-in-2-minutes-may-2024/
• Markets in 2 Minutes - June 2024
  https://www.wealthspire.com/video/markets-in-2-minutes-june-2024/
• Markets in 2 Minutes - July 2024
  https://www.wealthspire.com/video/markets-in-2-minutes-july-2024/
• Summer 2024 Market Recap & Outlook
  https://www.wealthspire.com/video/summer-2024-market-recap-outlook/
• Markets in 2 Minutes - August 2024
  https://www.wealthspire.com/video/markets-in-2-minutes-august-2024/
• Markets in 2 Minutes - September 2024
  https://www.wealthspire.com/video/markets-in-2-minutes-september-2024/
• Markets in 2 Minutes - October 2024
  https://www.wealthspire.com/video/markets-in-2-minutes-october-2024/
• Election Spooktacular: Tricks, Treats & Stock Market Trends
  https://www.wealthspire.com/video/election-spooktacular-tricks-treats-stock-market-trends/
• Markets in 2 Minutes - November 2024
  https://www.wealthspire.com/video/markets-in-2-minutes-november-2024/
• Fireside Chat: Let's all take a deep breath
  https://www.wealthspire.com/video/fireside-chat-lets-all-take-a-deep-breath/
• Markets in 2 Minutes - December 2024
  https://www.wealthspire.com/video/markets-in-2-minutes-december-2024/
• Markets in 2 Minutes - January 2025
  https://www.wealthspire.com/video/markets-in-2-minutes-january-2025/
• Winter 2025 Market Recap & Outlook
  https://www.wealthspire.com/video/winter-2025-market-recap-outlook/
• Markets in 2 Minutes - February 2025
  https://www.wealthspire.com/video/markets-in-2-minutes-february-2025/
• Markets in 2 Minutes - March 2025
  https://www.wealthspire.com/video/markets-in-2-minutes-march-2025/
• Does it Matter Who is President for Stocks to Rise?
  https://www.wealthspire.com/video/does-it-matter-who-is-president-for-stocks-to-rise/
• Markets in 2 Minutes - April 2025
  https://www.wealthspire.com/video/markets-in-2-minutes-april-2025/
• Markets in 2 Minutes - May 2025
  https://www.wealthspire.com/video/markets-in-2-minutes-may-2025/
• Markets in 2 Minutes - June 2025
  https://www.wealthspire.com/video/markets-in-2-minutes-june-2025/
• Collecting With Confidence Episode 1 - From Buyer to Collector: The Art of Building a Collection
  https://www.wealthspire.com/video/collecting-with-confidence-episode-1-from-buyer-to-collector-the-art-of-building-a-collection/
• Financial Foundations Session 1 - Investing 101: The Basics
  https://www.wealthspire.com/video/financial-foundations-session-1-investing-101-the-basics/
• Navigating Estate Administration Episode 1 - The Executor's Playbook: What No One Tells You About Settling an Estate by Eric Dostal
  https://www.wealthspire.com/video/navigating-estate-administration-episode-1-the-executors-playbook-what-no-one-tells-you-about-settling-an-estate-by-eric-dostal/
• Navigating Special Needs Planning: Episode 1
  https://www.wealthspire.com/video/navigating-special-needs-planning-episode-1/
• Business Insights In 2 Minutes - May 2025
  https://www.wealthspire.com/video/business-insights-in-2-minutes-may-2025/
• Collecting With Confidence Episode 2 - Beyond the Price Tag: Understanding Art’s True Worth
  https://www.wealthspire.com/video/collecting-with-confidence-episode-2-beyond-the-price-tag-understanding-art-s-true-worth/
• Financial Foundations Session 2 - Budgeting Essentials: Creating and Maintaining Financial Freedom
  https://www.wealthspire.com/video/financial-foundations-session-2-budgeting-essentials-creating-and-maintaining-financial-freedom/
• Navigating Special Needs Planning: Episode 2
  https://www.wealthspire.com/video/navigating-special-needs-planning-episode-2/
• Navigating Estate Administration Episode 2 - Executor 101: Understanding Your Role & Responsibilities
  https://www.wealthspire.com/video/navigating-estate-administration-episode-2-executor-101-understanding-your-role-responsibilities/
• Markets in 2 Minutes - July 2025
  https://www.wealthspire.com/video/markets-in-2-minutes-july-2025/
• Collecting With Confidence Episode 3 - What Collectors Should Think About When Buying Art
  https://www.wealthspire.com/video/collecting-with-confidence-episode-3-what-collectors-should-think-about-when-buying-art/
• Financial Foundations Session 3 - Investing 201: Beyond the Basics
  https://www.wealthspire.com/video/financial-foundations-session-3-investing-201-beyond-the-basics/
• Collecting with Confidence Episode 4 - Legacy Through Art: Planning, Family, and Philanthropy
  https://www.wealthspire.com/video/collecting-with-confidence-episode-4-legacy-through-art-planning-family-and-philanthropy/
• Navigating Estate Administration Episode 3 - First 30 Days: Critical Steps to Avoid Delays
  https://www.wealthspire.com/video/navigating-estate-administration-episode-3-first-30-days-critical-steps-to-avoid-delays/
• Navigating Special Needs Planning: Episode 3
  https://www.wealthspire.com/video/navigating-special-needs-planning-episode-3/
• Collecting With Confidence Episode 5 - Insuring Your Art Collection 101
  https://www.wealthspire.com/video/collecting-with-confidence-episode-5-insuring-your-art-collection-101/
• Markets in 2 Minutes - August 2025
  https://www.wealthspire.com/video/markets-in-2-minutes-august-2025/
• Financial Foundations Session 4 - Family Wealth Conversations: Building Bridges Across Generations
  https://www.wealthspire.com/video/financial-foundations-session-4-family-wealth-conversations-building-bridges-across-generations/
• Markets in 2 Minutes - September 2025
  https://www.wealthspire.com/video/markets-in-2-minutes-september-2025/
• Financial Dictionary
  https://www.wealthspire.com/financial-dictionary/
• Fiduciary
  https://www.wealthspire.com/financial-dictionary/fiduciary/
• IRA
  https://www.wealthspire.com/financial-dictionary/ira/
• Equities
  https://www.wealthspire.com/financial-dictionary/equities/
• Impact Investing
  https://www.wealthspire.com/financial-dictionary/impact-investing-definition/
• Trust
  https://www.wealthspire.com/financial-dictionary/trust/
• Required Minimum Distribution
  https://www.wealthspire.com/financial-dictionary/required-minimum-distribution/
• Margin Lending
  https://www.wealthspire.com/financial-dictionary/margin-lending/
• Diversification
  https://www.wealthspire.com/financial-dictionary/diversification/
• Power of Attorney
  https://www.wealthspire.com/financial-dictionary/power-of-attorney/
• Volatility
  https://www.wealthspire.com/financial-dictionary/volatility/
• 401(k)
  https://www.wealthspire.com/financial-dictionary/401k/
• Executor
  https://www.wealthspire.com/financial-dictionary/executor/
• Index Fund
  https://www.wealthspire.com/financial-dictionary/index-fund/
• Market Capitalization
  https://www.wealthspire.com/financial-dictionary/market-capitalization/
• Large Cap
  https://www.wealthspire.com/financial-dictionary/large-cap/
• Blue Chip
  https://www.wealthspire.com/financial-dictionary/blue-chip/
• Exchange Traded Funds (ETFs)
  https://www.wealthspire.com/financial-dictionary/exchange-traded-funds-etfs/
• Asset Class
  https://www.wealthspire.com/financial-dictionary/asset-class/
• Mid-Cap
  https://www.wealthspire.com/financial-dictionary/mid-cap/
• Small Cap
  https://www.wealthspire.com/financial-dictionary/small-cap/
• Money Market Fund
  https://www.wealthspire.com/financial-dictionary/money-market-fund/
• Capital Gains
  https://www.wealthspire.com/financial-dictionary/capital-gains/
• Share Classes
  https://www.wealthspire.com/financial-dictionary/share-classes/
• Fixed Income Investment
  https://www.wealthspire.com/financial-dictionary/fixed-income-investment/
• Annuity
  https://www.wealthspire.com/financial-dictionary/annuity/
• Inflation
  https://www.wealthspire.com/financial-dictionary/inflation/
• Alternative Investments
  https://www.wealthspire.com/financial-dictionary/alternative-investments/
• Appreciation
  https://www.wealthspire.com/financial-dictionary/appreciation/
• Asset Allocation
  https://www.wealthspire.com/financial-dictionary/asset-allocation/
• Basis Points (BPS)
  https://www.wealthspire.com/financial-dictionary/basis-points/
• Bear/Bull Market
  https://www.wealthspire.com/financial-dictionary/bear-bull-market/
• Annualized Rate of Return
  https://www.wealthspire.com/financial-dictionary/annualized-rate-of-return/
• Bonds
  https://www.wealthspire.com/financial-dictionary/bonds/
• Stocks
  https://www.wealthspire.com/financial-dictionary/stocks/
• Mutual Funds
  https://www.wealthspire.com/financial-dictionary/mutual-funds/
• Living Will
  https://www.wealthspire.com/financial-dictionary/living-will/
• Yield Curve
  https://www.wealthspire.com/financial-dictionary/yield-curve-definition/
• Dividend
  https://www.wealthspire.com/financial-dictionary/dividend/
• Benchmark
  https://www.wealthspire.com/financial-dictionary/benchmark/
• Beneficiary
  https://www.wealthspire.com/financial-dictionary/beneficiary/
• Net Worth
  https://www.wealthspire.com/financial-dictionary/net-worth/
• Liquidity
  https://www.wealthspire.com/financial-dictionary/liquidity/
• Rate of Return
  https://www.wealthspire.com/financial-dictionary/rate-of-return/
• Probate
  https://www.wealthspire.com/financial-dictionary/probate/
• Risk Tolerance
  https://www.wealthspire.com/financial-dictionary/risk-tolerance/
• Municipal Bond
  https://www.wealthspire.com/financial-dictionary/municipal-bond/
• Adjusted Gross Income (AGI)
  https://www.wealthspire.com/financial-dictionary/adjusted-gross-income/
• Initial Public Offering (IPO)
  https://www.wealthspire.com/financial-dictionary/initial-public-offering-ipo/
• Health Savings Account
  https://www.wealthspire.com/financial-dictionary/health-savings-account/
• Real Estate Investment Trust (REIT)
  https://www.wealthspire.com/financial-dictionary/real-estate-investment-trust-reit/
• Price/Earnings Ratio (P/E Ratio)
  https://www.wealthspire.com/financial-dictionary/price-earnings-ratio-p-e-ratio/
• Dow Jones Industrial Average
  https://www.wealthspire.com/financial-dictionary/dow-jones-industrial-average/
• Budget
  https://www.wealthspire.com/financial-dictionary/budget/
• NASDAQ
  https://www.wealthspire.com/financial-dictionary/nasdaq/
• Certificate of Deposit (CD)
  https://www.wealthspire.com/financial-dictionary/certificate-of-deposit-cd/
• Consumer Price Index (CPI)
  https://www.wealthspire.com/financial-dictionary/consumer-price-index-cpi/
• Amortization
  https://www.wealthspire.com/financial-dictionary/amortization/
• Rule of 72 - Compound Interest
  https://www.wealthspire.com/financial-dictionary/rule-of-72-compound-interest/
• Hedge Fund
  https://www.wealthspire.com/financial-dictionary/hedge-fund/
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  https://www.wealthspire.com/financial-dictionary/growth-fund/
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  https://www.wealthspire.com/financial-dictionary/equity-partner/
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  https://www.wealthspire.com/financial-dictionary/cash-balance-pension-plan/
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  https://www.wealthspire.com/financial-dictionary/non-qualified-deferred-compensation-nqdc/
• Magnificent 7 Stocks
  https://www.wealthspire.com/financial-dictionary/magnificent-7-stocks/
• 4% Rule
  https://www.wealthspire.com/financial-dictionary/4-rule/
• Alternative Minimum Tax
  https://www.wealthspire.com/financial-dictionary/alternative-minimum-tax/
• What Is a Backdoor Roth IRA Contribution?
  https://www.wealthspire.com/financial-dictionary/what-is-a-backdoor-roth-ira-contribution/
• Capital Contributions
  https://www.wealthspire.com/financial-dictionary/capital-contributions/
• What Is a K-1
  https://www.wealthspire.com/financial-dictionary/what-is-a-k-1/
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  https://www.wealthspire.com/misc/compliance/
• InCrowd
  https://www.wealthspire.com/misc/incrowd/
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  https://www.wealthspire.com/business-sale-succession-planning/
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  https://www.wealthspire.com/charitable-giving-esg/
• Estate Planning Wealth Preservation
  https://www.wealthspire.com/estate-planning-wealth-preservation/
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  https://www.wealthspire.com/executive-compensation-planning/
• Financial Planning Wealth Management
  https://www.wealthspire.com/financial-planning-wealth-management/
• Life Transitions Financial Changes
  https://www.wealthspire.com/life-transitions-financial-changes/
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