New York, April 5, 2021 – Wealthspire Advisors, an NFP company and independent investment advisor based in New York City, today announced that Ashley Iddings CIMA®, CPWA®, and Michèle Walthert, CFP®, CRPC®, have been named to the 2021 Forbes Top Women Wealth Advisors List, which highlights the nation’s top performing female advisors. Iddings and Walthert are advisors and managing directors in the Potomac, Md., office.
In compiling the list, Forbes evaluates advisors using an algorithm supported by qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced, and assets under management. Additional information about the ranking methodology is available on the Forbes website at forbes.com.
“Ashley and Michèle continue to demonstrate an uncompromising commitment to their clients, and their inclusion in the list exemplifies their leadership and focus on delivering the highest standard of advice,” said Mike LaMena, chief executive officer of Wealthspire Advisors. “We are proud to have our team’s hard work, dedication, and principled approach recognized as part of the Forbes list.”
There are no fees or other considerations required of advisors who apply for the Forbes Top Women Wealth Advisors List. The full list can be accessed on the Forbes site at forbes.com.
About Wealthspire Advisors
Wealthspire Advisors is an independent registered investment advisor with 14 offices in 8 states throughout the Northeast, Mid-Atlantic, and Midwest. We are fiduciary advisors who value connecting all parts of a clients’ financial life and 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 insurance broker and consultant providing specialized property and casualty, corporate benefits, retirement, and individual solutions through its licensed subsidiaries and affiliates. NFP enables client success through the expertise of over 5,800 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors, and financial institutions. NFP is the 5th largest benefits broker by global revenue, 5th best place to work in insurance and 6th largest US-based privately owned broker (Business Insurance); 9th commercial lines agency by P&C commercial lines revenue and 10th largest property and casualty agency (Insurance Journal); and 12th largest global insurance broker (Best’s Review).
Visit NFP.com to discover how NFP empowers clients to meet their goals.
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