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.
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.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
