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Suzanne Williamson
Vice President
Matthew Wilson
Trust Administrator
Charlie Wittleder
Vice President, Controller
John Wolff, CFP®, AIF®, CLU, ChFC
Managing Director
Sarah Wotherspoon, MS, CFP®, CDFA®
Managing Director
Shawn Wyckoff
Senior Associate, Client Operations
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
Diversity, Equity, Inclusion, & Belonging
Client Experience
FAQs
Client Reporting
Wealthspire Pathways
News & Resources
Blog
Newsroom
Guides and Whitepapers
Market Commentary
Videos
Financial Dictionary
Contact
Find an Office
Annapolis
Appleton
Chicago
Delafield
Fulton
Madison
Milwaukee
Morristown
New York
Palm Beach Gardens
Potomac
Reston
Salisbury
San Francisco
San Rafael
Seattle
West Hartford
Westport
Careers
