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Financial Advisor Magazine Ranks Wealthspire Advisors Predecessor Sontag Advisory #53 in 2019 RIA Survey

AwardsPress Release

Kevin Smith to Speak at InVest Digital Wealth Management Event

In the NewsPress Release

Wealthspire Advisors Predecessor Bronfman Rothschild Announces Close of Acquisition by NFP’s Sontag Advisory

In the NewsM&APress Release

CEO Mike LaMena weighs in on M&A with Citywire

In the News

Chris Maxey and John Wolff to Participate at CAIA and K&L Gates Opportunity Zones Event

In the NewsPress Release

Chris Maxey appears on today’s “Moneylife” Podcast

In the NewsInvesting

Wealthspire Predecessor Bronfman Rothschild named a 2019 “Best Places to Work for Financial Advisers” by InvestmentNews

AwardsIn the NewsPress Release

NFP to Acquire Wealthspire Advisors Predecessor Bronfman Rothschild

In the NewsM&APress Release

Wealthspire Advisors Predecessor Bronfman Rothschild Expands Investment Team with Hire of Christopher Maxey

In the NewsInvestingPress Release

Aviva Pinto Appears on “Journey Beyond Divorce” Podcast

In the NewsWealth Transitions

Wealthspire Advisors Predecessor Bronfman Rothschild Named to Financial Times Top 300 Registered Investment Advisor List for Third Year

AwardsPress Release

Aviva Pinto offers thoughts to CNBC on funding education for divorced couples

In the NewsWealth Transitions

Financial Planning Magazine interviews Bill Schwartz on the Tax Benefits of Moving to a New State

In the NewsTax Planning

Wealthspire Advisors Predecessor Bronfman Rothschild Named a 2018 “Best Places to Work for Financial Advisers” by InvestmentNews

AwardsPress Release

Aviva Pinto interviewed by “The Street” on protecting yourself during divorce

In the NewsWealth Transitions

Dmitriy Katsnelson Shares Thoughts with The Washington Post

In the NewsInvesting

Michael LaMena to join Wealthspire Advisors Predecessor Bronfman Rothschild as President and Chief Operating Officer

In the NewsPress Release

Wealthspire Advisors Predecessor Bronfman Rothschild Named to Financial Times Top 300 Registered Investment Advisor List

AwardsIn the NewsPress Release
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