Wealthspire Advisors Partners with Chapter to Offer Comprehensive Medicare Guidance for Clients Approaching Retirement

New York, October 4, 2022 – Wealthspire Advisors LLC, an NFP company and independent registered investment adviser firm, announced a new partnership today with Chapter, a leading data-driven Medicare advisory firm. Through the partnership, Chapter’s licensed Medicare Advisors will work to find healthcare savings and identify comprehensive benefits for Wealthspire clients.

“Many Americans overpay for healthcare in retirement. Without expert guidance and advanced technology, it’s nearly impossible to properly plan for these expenses because the Medicare system is so unnecessarily confusing,” said Cobi Blumenfeld-Gantz, co-founder and CEO of Chapter. “We’re excited to partner with Wealthspire Advisors to augment their consumer-first approach to client guidance.”

For many seniors, Medicare is a highly complex and irreversible decision. Chapter will help Wealthspire clients simplify the process of finding the right Medicare coverage for their specific needs. The partnership also provides clients with Chapter’s concierge platform, including ongoing education and annual policy reviews so clients can make informed and confident choices about their health care coverage year after year.

“Guiding our clients through all parts of their financial journey is our number one priority,” said Mike LaMena, CEO of Wealthspire Advisors. “The majority of Americans underestimate the true costs of healthcare in retirement, which is why it is critical that financial advisors emphasize the importance of Medicare planning as part of the financial planning process. We are excited to add solutions like the one offered by Chapter to our planning toolkit to better meet our clients’ needs.”


About Chapter

Chapter is a technology-driven Medicare Advisor with a simple commitment: it’s impossible to find better Medicare guidance and support anywhere else. Chapter’s licensed Medicare experts provide personalized, end-to-end guidance to Americans navigating Medicare. Chapter’s platform supports older Americans in deciding when and how to sign up for Medicare and whether they can improve existing coverage to get better benefits for less. Additionally, Chapter has re-aligned incentives to place consumers’ interests first, irrespective of the selected plan or carrier, ensuring that individuals receive recommendations tailored solely to their needs. Chapter hosts hundreds of educational events every year and partners with employers, financial advisors, benefits organizations, non-profits, and healthcare organizations. For more information, visit www.askchapter.org.

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.

About NFP

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 6,600 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, 7th largest US-based privately owned broker, 9th best place to work in insurance and 13th largest broker of U.S. business (Business Insurance); 10th largest commercial lines agency by P&C commercial lines revenue and 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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Wealthspire Advisors is the common brand and trade name used by Wealthspire Advisors LLC and Private Ocean, LLC, separate registered investment advisers and subsidiary companies of NFP Corp.
This information should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The commentary 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 Advisors 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. © 2024 Wealthspire Advisors

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