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Wealthspire Advisors’ acquisition of StratWealth featured on Financial Advisor

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Bill Schwartz discusses proposed tax law changes with Bloomberg Quint

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wealthspire advisors stratwealth

Wealthspire Advisors To Acquire StratWealth

Adds $1.5 billion in assets, three offices in the Mid-Atlantic market New York, October 1, 2020 – Wealthspire Advisors, an ...

In the NewsM&APress Release

Bill Schwartz explains to Money Magazine how Biden’s tax proposal could impact 401(k)s

In the NewsTax Planning

Anora Gaudiano shares retirement saving advice with CNBC Select

In the NewsRetirement Planning

Aviva Pinto discusses when to take social security with Newsday

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Aviva Pinto Discusses Debt in Marriage with The Wall Street Journal

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Wealthspire Advisors Barron's Top RIAs

Wealthspire Advisors Named to Barron’s 2020 Top 100 RIA Firms List

New York, September 14, 2020 – Wealthspire Advisors, an NFP company and independent investment advisor based in New York, NY, ...

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Aviva Pinto quoted in The Financially Independent Millennial

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Kevin Smith and Wealthspire Pathways featured on U.S. News & World Report

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Anora Gaudiano’s article on home-buying strategies featured in Bloomberg

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wealthspire advisors washington business journal

Wealthspire Advisors ranked #4 on WBJ’s list of largest wealth management firms in Greater D.C.

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