Meet the Wealthspire Team | Page 10 of 16 | Wealthspire | Page: 10

Welcome StratWealth team and clients! Learn more here.

Alia Wagenhoffer, CFP®

SVP, Technology & Best Practices

Charles G. Walker, CFP®, AIF®

Vice President

Travis Walters

Senior Associate, Client Operations

Michèle Walthert, CFP®, CRPC®

Managing Director

Jay Weinstein, CFA®

Managing Director

Andrew S. Weissman, J.D., CFP®

Vice President, Senior Wealth Advisor

Alex Westlin

Advisor Associate

Julie Williams

Vice President

Matthew Wilson

Trust Administrator

John Wolff, CFP®, AIF®, CLU, ChFC

Managing Director

Richard Yam, J.D.

Vice President, Trusts & Estates

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