Potomac, MD, December 12, 2019 – Wealthspire Advisors, an NFP company and independent investment advisor, announced today that the company’s Rockville office is moving to a new location down the road at Park Potomac. The full street address of the new space is 12435 Park Potomac Avenue, Suite 500, Potomac, Maryland 20854. “Wealthspire’s team continues to grow and we are excited to be located in the Park Potomac development with all the amenities it offers,” said Michele Walthert, Senior Vice President and co-head of the Potomac office. “The space is well suited for our collaborative culture and will help us to continue to deliver on our service promise to our wealth management clients.” Wealthspire’s new office occupies approximately 14,500 square feet. Completed in 2016, the building is one part of Foulger - Pratt’s Park Potomac project, a mixed-use development that, when completed, will include 150 townhomes, 153 high-end condos and about 75,000 square feet of retail space.
About Wealthspire Advisors Wealthspire Advisors is a New York City-based 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.
About NFP
NFP, an Aon company, helps companies and individuals address today's most significant risk capital and human capital challenges.
With colleagues across the U.S., Canada, UK and Ireland, and global capabilities enhanced by the Aon advantage, NFP serves a diversity of clients, industries and communities. Our collaborative team provides specialized expertise and customized solutions, including property and casualty insurance, employee benefits, life insurance, executive benefits, wealth management and retirement plan advisory.
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