Stephanie Selbach, CFP®, ChSNC®
Assistant Vice President
Stephanie is an assistant vice president and advisor in Wealthspire’s Madison, Wisconsin office. She provides comprehensive, personalized financial planning advice, partnering with individuals and families to align their wealth with their long-term goals and values.
She works across investment management, retirement, tax, and estate planning, helping clients navigate complexity with clarity. While Stephanie serves a broad range of clients, she has developed particular expertise working with caregivers and families and individuals with disabilities, guiding planning around long-term financial security, benefit coordination, and family support strategies.
Stephanie is known for her thoughtful, collaborative approach and her ability to translate complex concepts into clear, actionable guidance. She holds the CERTIFIED FINANCIAL PLANNER® designation and the Chartered Special Needs Consultant® credential.
Stephanie has served as a board member of Morgan’s Caring Connection since 2024, supporting families that are navigating estate planning considerations for loved ones with disabilities. She is also involved with RISE Sun Prairie and has previously volunteered with Big Brothers Big Sisters and SOAR Fox Cities.
She works across investment management, retirement, tax, and estate planning, helping clients navigate complexity with clarity. While Stephanie serves a broad range of clients, she has developed particular expertise working with caregivers and families and individuals with disabilities, guiding planning around long-term financial security, benefit coordination, and family support strategies.
Stephanie is known for her thoughtful, collaborative approach and her ability to translate complex concepts into clear, actionable guidance. She holds the CERTIFIED FINANCIAL PLANNER® designation and the Chartered Special Needs Consultant® credential.
Stephanie has served as a board member of Morgan’s Caring Connection since 2024, supporting families that are navigating estate planning considerations for loved ones with disabilities. She is also involved with RISE Sun Prairie and has previously volunteered with Big Brothers Big Sisters and SOAR Fox Cities.
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.
