Wealthspire Advisors Launches Business Owner Bootcamp Podcast

In The News

By The Wealthspire Team

April 2, 2025 · 4 min read

New York, April 2, 2025 – Wealthspire Advisors LLC (“Wealthspire”), an NFP company and top-ranked¹ independent registered investment advisor (RIA), today announced the launch of its new podcast series, Business Owner Bootcamp, hosted by managing directors and advisors, Michael Delgass and Sandy Wiggins. The podcast aims to leverage the deep expertise of the firm’s work with business owners and entrepreneurs to provide insights and strategies for navigating the complexities of financial planning, exit planning, business valuations, and more.

“We recognize the challenges facing business owners in today’s marketplace and are dedicated to serving these entrepreneurs and their families on their journey to lasting success,” said Michael Delgass. “We are thrilled to introduce the Business Owner Bootcamp podcast to help address these unique needs and offer guidance from experts in the industry.

Business Owner Bootcamp is designed to help business owners and entrepreneurs take control of their finances and better position themselves and their businesses to make informed financial decisions. Each episode offers key takeaways on topics such as tax strategies, exit planning, business valuations, and real-world experiences with expert guests. Episodes are released every few weeks. Upcoming topics include:

Pre-Sale Planning
Sale Structures and Other Issues
Business Succession Planning
Valuing Your Business
Post-Sale Considerations
Life After Selling

“As Wealthspire continues to expand its reach, we are excited to offer resources like the Business Owner Bootcamp to our clients and the broader business community,” said Sandy Wiggins. “With decades of experience in wealth management and financial planning, we are committed to helping business owners establish clear goals for both their personal and professional lives while securing their legacies.”

Episode 1 of Business Owner Bootcamp, featuring insights on building the foundations of financial success for business owners, is now available on Buzzsprout, the App Store, Google Play, YouTube, and Spotify. For more information, visit www.wealthspire.com/business-owner-bootcamp.

About Wealthspire Advisors

Wealthspire Advisors is an independent registered investment advisor that oversees, across its entities, $29.3 billion² in assets under management, 25 offices in 14 states across the U.S., and more than 120 advisors. In 2024, the firm was recognized as a top RIA firm by Barron’s, Forbes/Shook, and Financial Advisor Magazine.¹ Offering financial planning, investment management, family office, and outsourced chief investment officer (OCIO) services, Wealthspire Advisors brings together experts in various aspects of wealth management to serve its clients. For more information, please visit www.wealthspire.com.

About NFP

NFP, an Aon company, is an organization of consultative advisors and problem solvers helping companies and individuals address their most significant risk, workforce, wealth management and retirement challenges. With colleagues across the U.S., Puerto Rico, Canada, UK and Ireland, they serve a diversity of clients, industries, and communities. Their global capabilities, specialized expertise and customized solutions span property and casualty insurance, benefits, wealth management and retirement plan advisory. Together, they put people first, prioritize partnerships and continuously advance a culture they’re proud of. Visit NFP.com to learn more.

Media Contact:
Angela Giombetti
angela.giombetti@wealthspire.com

1 Barron’s Magazine – Top 100 RIA Firms – 2024 – Published in September 2024, based on data as of June 30, 2024. Forbes – America’s Top RIA Firms – 2024 – Ranking published October 2024, based on values as of March 31, 2024. Financial Advisor Magazine – Top Registered Investment Advisors – 2024 – Published July 12, 2024, based on data from December 2022-December 2023. For a full list of awards disclosures, please visit our website at https://www.wealthspire.com/privacy-policy/awards-disclosures/.

2 AUM as of 12/31/2024 for Wealthspire Advisors LLC and its subsidiaries

The Wealthspire Team

This material should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The information provided is for informational purposes only and should not be relied upon for accounting, legal, or tax advice. While the information is deemed reliable, Wealthspire cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard to the results to be obtained from its use.

Wealthspire and its representatives do not provide legal or tax advice, and Wealthspire does not act as law, accounting, or tax firm. Services provided by Wealthspire are not intended to replace any tax, legal or accounting advice from a tax/legal/accounting professional. The services of an appropriate professional should be sought regarding your individual situation. You should not act or refrain from acting based on this content alone without first seeking advice from your tax and/or legal advisors.

Certain employees of Wealthspire may be certified public accountants or licensed to practice law. However, these employees do not provide tax, legal, or accounting services to any of clients of Wealthspire, and clients should be mindful that no attorney/client relationship is established with any of Wealthspire's employees who are also licensed attorneys.

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Registration of an investment advisor does not imply that Wealthspire or any of its principals or employees possess a particular level of skill or training in the investment advisory business or any other business.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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