Patrick Wren

Managing Director

With over 20 years of experience in the wealth management industry, Patrick serves as a dedicated fiduciary, providing comprehensive financial planning and guidance to his clients. As a Managing Director, he analyzes and implements effective wealth management strategies, covering investments, income and estate tax planning, charitable giving, insurance, and retirement planning.

Patrick is committed to delivering exceptional value in client relationships, acting as a trusted resource for all financial needs. Known for his empathetic approach, he finds great fulfillment in helping clients navigate life’s changes while delivering top-tier service. His diverse client base includes attorneys, business owners, and professional athletes, offering him a wealth of unique experience in addressing complex financial issues.

Before joining Wealthspire through its acquisition of GM Advisory Group, Patrick was affiliated with KLS Professional Advisors Group, a leading RIA serving partners at major law firms and other corporate executives, and Ayco, a Goldman Sachs company.

Patrick enjoys spending quality time with his wife and two children outside of his professional endeavors.

Previous Experience

  • Private Wealth Advisor at GM Advisory Group
  • Senior Client Relationship Manager at GM Advisory Group
  • Director at KLS Professional Advisors, LLC
  • Project Manager at Ayco, a Goldman Sachs Company

Education & Credentials

  • MBA, Binghamton University
  • BS, Siena College, Finance
  • Life, Accident, & Health Insurance Agent

*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.