New York, February 12, 2019 – Wealthspire Advisors, an NFP company and independent investment advisor, announced today the opening of a new office in Boca Raton, FL. The office is located at 150 East Palmetto Park Road, Suite 525, Boca Raton, FL 33432. Wealthspire Advisors now operates 13 offices in 9 states.
“Wealthspire is a growth-driven company and we are excited for the opportunity to expand our footprint to Florida,” said Wealthspire Advisors CEO, Mike LaMena. “The new office will allow us to better serve existing relationships in the region and connect with new clients who value local expertise. Being part of the Palm Beach County community will also support our efforts to continue attracting talented advisors to join our team.”
News of Wealthspire Advisors’ Florida expansion follows an earlier decision to open an office in Morristown, NJ. Establishing a New Jersey presence has enhanced service effectiveness and efficiency for existing clients in the tri-state area around Manhattan, where Wealthspire Advisors is headquartered.
About Wealthspire Advisors
Wealthspire Advisors is an independent registered investment advisory firm with more than 120 associates serving clients from 13 offices in 9 states. With a strong commitment to a fiduciary business model, the firm grows and preserves wealth through thoughtful and disciplined strategies that focus on what’s most important to each client. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their goals. 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 5,600 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors, and financial institutions. NFP is the 6th largest US-based privately owned broker, 5th largest benefits broker by global revenue and 7th best place to work in insurance (Business Insurance); 10th largest property and casualty agency (Insurance Journal); and 13th largest global insurance broker (Best’s Review).
Visit NFP.com to discover how NFP empowers clients to meet their goals.
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