New York, February 22, 2021 – Wealthspire Advisors unveiled today a suite of impact investing solutions for clients seeking to align their investments with personal values. This new comprehensive offering includes customizable investment portfolios as well as a set of tools designed to support multi-generational relationships and encourage conversations around values-based investing with family members. The ultimate goal of the Wealthspire Advisors solution is to allow clients to reflect and support their personal values through their portfolios using investment selections that maintain the rigor of the core Wealthspire investment offerings. The new capabilities also position Wealthspire Advisors to better respond…
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New York, January 15, 2021 – Wealthspire Advisors, an NFP company and independent investment advisor, announced that managing directors Tim Hughes and Ashley Iddings have been named top wealth advisors in the DC Metro area by Washingtonian Magazine. The full list was featured in the December 17, 2020, issue of the magazine. The Washingtonian’s 2021 Top Wealth Advisor list recognizes the top financial advisors in the DC Metro area. After hundreds of local financial experts are surveyed for recommendations, the magazine’s staff conducts extensive research to determine the top advisors. Only nominees with the strongest recommendations are named Top Wealth…
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