Stephen Bystrom
Vice President
Steve has 20 years of experience working with clients on their Qualified Plans. He works closely with Wealthspire clients to maintain design, compliance, and structure of their Defined Benefit (Cash Balance), Profit Sharing and 401k Plans. This includes managing the relationship working closely with Owners, Executives and Human Resources for hundreds of clients’ plans. These clients range in size from 1 person to businesses with more than 1,000 employees. He earned a BBA in Marketing and International Business from Ohio University.
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.
