New York, April 18, 2023 – Wealthspire Advisors LLC, an NFP company and independent registered investment adviser firm headquartered in New York City, is proud to announce the inclusion of three of its financial advisors on the 2023 Forbes Best-In-State Advisors list, which highlights the nation’s top performing wealth advisors.
These advisors bring almost seven decades of combined experience serving high and ultra-high net worth individuals and families and have deep roots supporting their local communities. Their success and passion for serving clients are a testament to Wealthspire’s independent business model that thrives on simplifying the complexities of clients’ financial lives while offering personalized and specialized guidance and care. The advisors named on the list include:
Michael Delgass is a Managing Director and serves as head of Wealthspire Advisors’ Northeast region. He joined predecessor firm Sontag Advisory in 2005 after spending a decade working as an attorney. Given this background and his passion for helping clients solve complex financial issues, much of his work is for other attorneys, those with family businesses, or those with special education/special needs issues.
Ashley E. Iddings is a Managing Director and head of Wealthspire Advisors’ Potomac, Maryland office. Iddings has been with the firm since 2008 and has over 20 years of wealth management experience. A Certified Investment Management Analyst® designee and Certified Private Wealth Advisor® professional, she specializes in coordinating the complex financial affairs of her clients and demonstrates a strong commitment to financial literacy across generations.
John H. Wolff is a Managing Director who joined the firm in 2017 after 10 years as CEO of Capital Fiduciary Advisors, an independent Registered Investment Advisor firm that he founded in 2006. He is a Certified Financial Planner™ practitioner, Accredited Investment Fiduciary® designee, Chartered Life Underwriter® professional, and Chartered Financial Consultant® designee. A former business owner himself, Wolff is passionate about providing family office clients, especially those with business or deeply complex financial needs, with objective, unbiased financial planning advice and the highest level of service.
“Ashley, John, and Mike exemplify Wealthspire’s cultural beliefs, and this recognition reinforces the firm’s commitment to helping advisors achieve their personal roadmap for success,” said Wealthspire Advisors CEO, Mike LaMena. “Their extensive knowledge and expertise are invaluable resources available to all of our clients, and we are incredibly grateful for their leadership and partnership.”
The list, compiled by Forbes and SHOOK Research, evaluates eligible advisors using an algorithm supported by qualitative and quantitative criteria, including surveys, telephone, virtual and in-person interviews, industry experience, compliance records, revenue produced, and assets under management. There are no fees or other considerations required of advisors who apply for the Forbes Best-In-State Wealth Advisors list. Additional information about the ranking methodology and the full list is available at forbes.com.
About Wealthspire Advisors
Wealthspire Advisors is an independent registered investment advisor that oversees, across its entities, 19 offices in 10 states throughout the Northeast, Mid-Atlantic, Midwest, and West Coast. We are fiduciary advisors who value connecting all parts of a client’s financial life to deliver thoughtful, collaborative strategies that optimize their finances and fulfill their aspirations. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients gain confidence in their financial futures. For more information on Wealthspire Advisors, please visit www.wealthspire.com.
NFP is a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor that provides solutions enabling client success through the expertise of over 7,400 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors, and financial institutions. NFP is the 9th best place to work for large employers in insurance, 7th largest privately-owned broker, 5th largest benefits broker by global revenue and 13th largest broker of US business (all rankings according to Business Insurance).
Visit NFP.com to discover how NFP empowers clients to meet their goals.
# # #