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Washingtonian Top Financial Advisors

Four Wealthspire Advisors Named Top Financial Advisors by Washingtonian Magazine

In the News
New York, March 14, 2022 – Wealthspire Advisors, an NFP company and independent investment advisor, announced that managing directors Tim Hughes, Ashley Iddings, Grant Ruder, and John Wolff were named top financial advisors in the DC Metro area by Washingtonian Magazine. The full list is featured in the March 2022 print edition of the magazine or can be accessed here. The Washingtonian’s 2022 Top Financial Advisor list recognizes the top financial advisors in the DC Metro area. As part of the selection process, hundreds of financial professionals and experts in the region are surveyed on whom they would trust with…
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Wealthspire Advisors Names Executive to Lead Family Office Initiative

In the News
Heather Flanagan joins as Head of Family Office Services New York, March 7, 2022 – Wealthspire Advisors, an NFP company and independent investment adviser, announced today that Heather Flanagan has been named managing director and head of Family Office Services. In this role, Flanagan will oversee the firm’s enhanced family office service platform, as well as the firm’s trust and estate services. “We’re thrilled to welcome Heather to our executive team,” said Eric Sontag, president and chief operating officer of Wealthspire. “She brings decades of experience in building teams and solutions for wealthy families in need of highly complex planning.…
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