Newsroom

Wealthspire Advisors Featured on FinancialAdvisor IQ

In the NewsM&A

Wealthspire Brand Launch Featured on ThinkAdvisor

In the NewsM&A

Wealthspire Advisors Featured on CityWire USA

In the NewsM&A

Sontag Advisory and Bronfman Rothschild Combine to Launch Wealthspire Advisors

Press Release

Barron’s Names Wealthspire Advisors to 2019’s List of Nation’s Top RIA Firms

AwardsPress Release

CCO and Head of M&A Hoyt Stastney discusses FOMO in the M&A Market With FinancialPlanning

In the NewsM&A

Wealthspire Advisors Predecessor Bronfman Rothschild Welcomes John Montgomery to the Team

Press Release

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
Previous 1…19202122 Next

Wealthspire Advisors LLC is a registered investment adviser and subsidiary company of NFP Corp.

Wealthspire Advisors® is a trademark registered with the United States Patent and Trademark Office, and is solely owned by NFP Corp.

Compliance
Quick Access

© 2023 Wealthspire Advisors