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Why Work With Us?
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Welcome StratWealth team and clients! Learn more
here.
Our Team
All Specializations & Staff Groups
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Edward C. von Lange, CFP®, CPFA®, AIF®
Vice President
Patrick Vullo
Client Service Associate
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
Charlie Wittleder
Vice President, Controller
John Wolff, CFP®, AIF®, CLU, ChFC
Managing Director
Richard Yam, J.D.
Senior Vice President, Trusts & Estates
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Client Login
Planning
Considerations
Trusts & Estates
Client Reporting
Investing
Our Investment Philosophies
Impact Investing
Outsourced Chief Investment Officer Services
About
Why Work With Us?
Meet Our Team
Recognition
For Experienced Advisors
Client Experience
FAQs
Client Reporting
Wealthspire Pathways
News & Resources
Blog
Newsroom
Guides and Whitepapers
Market Commentary
Videos
Contact
Find an Office
Annapolis
Appleton
Boca Raton
Delafield
Fulton
Madison
Milwaukee
Morristown
New York
Philadelphia
Potomac
Reston
Salisbury
Westport
Careers