In the NewsIn the NewsM&A CCO and Head of M&A Hoyt Stastney discusses FOMO in the M&A Market With Financial Planning FinancialPlanningSeptember 6, 2019
In the NewsEducation PlanningIn the News Brion Collins Discusses Funding Private School Tuition in a Bankrate Article BankrateAugust 20, 2019
In the NewsPress Release Wealthspire Advisors Predecessor Bronfman Rothschild Welcomes John Montgomery to the Team August 2, 2019Rockville, MD, August 2, 2019 — Wealthspire Advisors predecessor Bronfman Rothschild, an independent investment advisor…
In the NewsAwardsPress Release Financial Advisor Magazine Ranks Wealthspire Advisors Predecessor Sontag Advisory #53 in 2019 RIA Survey July 23, 2019New York, NY, July 23, 2019 – Sontag Advisory, a leading financial planning and investment…
In the NewsIn the NewsPress Release Kevin Smith to Speak at InVest Digital Wealth Management Event July 11, 2019Kevin Smith to Speak at In|Vest Digital Wealth Management Event Rockville, MD, July 11, 2019…
In the NewsIn the NewsM&APress Release Wealthspire Advisors Predecessor Bronfman Rothschild Announces Close of Acquisition by NFP’s Sontag Advisory May 1, 2019Wealthspire Advisors predecessor Bronfman Rothschild now part of the NFP group of companies Rockville, MD,…
In the NewsIn the NewsPress Release Chris Maxey and John Wolff to Participate at CAIA and K&L Gates Opportunity Zones Event April 25, 2019New York, NY, April 25, 2019 — Wealthspire Advisors, an independent investment advisor based in…
In the NewsIn the NewsInvesting Chris Maxey appears on today’s “Moneylife” Podcast MoneylifeApril 12, 2019
In the NewsIn the NewsPress Release Brion Collins to speak at Institutional Investor RIA Central Investment Forum April 4, 2019Delafield, WI, April 4, 2019 — Wealthspire Advisors, an independent investment advisor based in New…
In the NewsAwardsIn the NewsPress Release Wealthspire Predecessor Bronfman Rothschild named a 2019 “Best Places to Work for Financial Advisers” by InvestmentNews April 1, 2019Rockville, MD, April 1, 2019 — InvestmentNews today announced that Bronfman Rothschild has been selected as…
In the NewsIn the NewsM&APress Release NFP to Acquire Wealthspire Advisors Predecessor Bronfman Rothschild March 26, 2019Bronfman Rothschild will be integrated with NFP’s Sontag Advisory, creating a unified firm with $10…
In the NewsBusiness OwnersIn the NewsTax Planning Brion Collins discusses Qualified Business Income with Investopedia InvestopediaSeptember 27, 2018
In the NewsIn the NewsInvesting Wealthspire Advisors Predecessor Bronfman Rothschild Expands Investment Team with Hire of Christopher Maxey September 19, 2018Rockville, MD, September 20, 2018 – Bronfman Rothschild, an independent investment advisor based in Rockville,…
In the NewsIn the NewsWealth Transitions Aviva Pinto Appears on “Journey Beyond Divorce” Podcast July 24, 2018
In the NewsAwardsPress Release Wealthspire Advisors Predecessor Bronfman Rothschild Named to Financial Times Top 300 Registered Investment Advisor List for Third Year June 28, 2018Rockville, MD, June 28, 2018 — Bronfman Rothschild, an independent investment advisor based in Rockville, Maryland,…
In the NewsEducation PlanningEstate PlanningIn the News Article by Razi Hecht and Brion Collins Featured in Estate Planning Magazine’s Newest Issue Estate Planning MagazineJune 4, 2018
In the NewsIn the NewsWealth Transitions Wealthspire Advisors’ Aviva Pinto Offers Thoughts on Funding Education for Divorced Couples in New CNBC Article June 1, 2018
