Uliana Michaelis, CFP®
Vice President
Joining the firm in 2018, Uliana currently serves as an Advisor in our Westport and New York offices. She serves a wide range of clients, from financial services professionals, successful business owners, medical professionals, and retirees who want to preserve their wealth, to individuals who are starting out in their careers and have little time to manage their finances. Uliana strives to help clients to develop, implement, and oversee solutions that integrate investment, insurance, retirement, tax, and estate planning into a comprehensive strategy.
Uliana’s passion for helping her clients stems from her humble upbringing and overcoming personal challenges, further driving her commitment to connect with and assist people from all walks of life. Using her skillset to guide each client through their unique financial journey, she is in it for the long haul with her clients and wants to continue to deliver unwavering support that they can rely on.
Uliana’s passion for helping her clients stems from her humble upbringing and overcoming personal challenges, further driving her commitment to connect with and assist people from all walks of life. Using her skillset to guide each client through their unique financial journey, she is in it for the long haul with her clients and wants to continue to deliver unwavering support that they can rely on.
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.
