Michèle Walthert, CFP®, CRPC®

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Michèle joined the firm in 2011 and serves as both a financial advisor and the Head of Advisor Success for the firm. Michèle has over two decades of experience addressing the unique and complex financial needs of high net worth executives, retirees, and families. As an advisor, she has developed a specialty working with clients going through life changes, such as retirement, divorce, and widowhood.

As Wealthspire’s Head of Advisor Success, Michèle has responsibility for driving Wealthspire’s excellence in practice management and Advisor development across the enterprise. She is the primary leader of advancing the firm’s practices and processes that drive Advisor success including business planning, sales management practices, Advisor development, and the tools, content and activities that support these efforts.

In 2022, Forbes names Michèle to their Best-In-State Women Advisors list for Maryland, and in 2021 and 2022, Forbes’ named Michèle one of America’s Top Women Advisors.

Michèle formerly chaired the firm’s Financial Planning Committee and is now a member of the Advisor Council. She also served as co-head of the Potomac, MD office. Previously, Michele was a senior financial advisor with the Global Wealth Management Group at Merrill Lynch where she worked for ten years.

Previous Experience

• Director and Principal at Bronfman Rothschild
• Director at Highline Wealth Management
• Senior Financial Advisor at Merrill Lynch

Education and Credentials

• BS, George Mason University – School of Management, Marketing
• Certified Financial Planner^™
• Chartered Retirement Planning Counselor^℠
• Series 65 license

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP^®, Certified Financial Planner^™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

CHARTERED RETIREMENT PLANNING COUNSELOR^℠ and CRPC^® are registered service marks of the College for Financial Planning^®.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.