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Disclosures

Wealthspire Advisors, LLC (“Company”) is an SEC registered investment adviser headquartered in New York may only transact business in those ...

Individuals and Families

How We Serve Individuals and Families Our Dedicated Team Our advisors bring decades of sophisticated expertise managing the financial complexities ...

Endowments and Foundations

How We Serve Endowments & Foundations Our Dedicated Team Our advisors bring decades of sophisticated expertise managing the financial complexities ...

Charitable Investors

How We Serve Charitable Investors Our Dedicated Team Our advisors understand the complexities of thoughtful, lasting philanthropic giving, particularly across ...

Women Investors

How We Serve Women Investors Our Dedicated Team Our advisors bring decades of sophisticated expertise managing the financial complexities of ...

Attorneys

How We Serve Attorneys Our Dedicated Team Our advisors bring decades of sophisticated expertise managing the financial complexities of individuals ...

Business Owners

How We Serve Business Owners Our Dedicated Team Our advisors bring decades of sophisticated expertise managing the financial complexities of ...

Executives 

How We Serve Executives Our Dedicated Team Our advisors bring decades of sophisticated expertise managing the financial complexities of individuals ...

Steve Branton

Steve Branton, CFP®, CPCC®

Steve’s mission is to serve clients as their key thought partner in the design of their financial life plans. His ...