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 town homes, 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.
NFP is a leading insurance broker and consultant providing customized property and casualty, corporate benefits, retirement, and individual solutions through its licensed subsidiaries and affiliates. NFP enables client success through the expertise of over 5,400 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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