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Press Release Archives - Wealthspire

financialplanning

Wealthspire Advisors’ Anora Gaudiano Named 2022 Rising Star by Financial Planning

In the News
New York, September 6, 2022 – Wealthspire Advisors, an NFP company and independent registered investment advisor, announced that Assistant Vice President and Advisor Anora Gaudiano, CFP® received recognition as one of Financial Planning's 2022 Rising Stars. Financial Planning’s Rising Star awards celebrate early-career financial planners who embody the values of the profession and are on the trajectory to make a difference in the field. This year’s list of winners was selected from nominees who are either early in their career or have recently transitioned to the wealth management industry. Anora Gaudiano's non-traditional path to becoming a financial advisor was one…
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forbes best in state wealth advisors

Two Wealthspire Advisors Named to Forbes 2022 Best-In-State Wealth Advisors List

In the News
New York, May 16, 2022 – Wealthspire Advisors, an NFP company and independent registered investment adviser firm headquartered in New York City, today announced that Ashley Iddings, CIMA®, CPWA® and John Wolff, CFP®, AIF®, CLU®, ChFC® have been named to the 2022 Forbes Best-In-State Wealth Advisors list, which highlights the nation’s top performing wealth advisors. To compile the list, Forbes and SHOOK Research evaluate eligible advisors using an algorithm supported by qualitative and quantitative criteria, including surveys, telephone, virtual and in-person interviews, industry experience, compliance records, revenue produced, and assets under management. Additional information about the ranking methodology is available…
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Wealthspire Advisors Names Nine New Managing Directors

In the News
New York, April 12, 2022 – Wealthspire Advisors, an NFP company and independent investment adviser based in New York City, is pleased to announce the promotion of eight employees across the company to managing director. (Heather Flanagan also recently joined Wealthspire as managing director and head of Family Office Services.) Laura Barry, CFP®, CeFT® – Barry joined a predecessor company of the firm in 2004 as an experienced advisor and works out of the Milwaukee, WI office. She specializes in working with people undergoing life transitions, such as the sale of a business, divorce, loss of a spouse, partner or…
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forbes best in state women wealth advisors

Two Wealthspire Team Members Named to 2022 Forbes List of Best-in-State Women Wealth Advisors

In the News
New York, March 21, 2022 – Wealthspire Advisors, an NFP company and independent investment advisor based in New York City, today announced that Ashley Iddings, CIMA®, CPWA®, and Michèle Walthert, CFP®, CRPC®, have been named to the 2022 Forbes list of America’s Top Women Wealth Advisors – Best-in-State, which highlights the nation’s top performing female advisors. Iddings and Walthert are advisors and managing directors in the Potomac, Md., office. To compile the list, Forbes and SHOOK Research evaluate advisors with at least seven years of experience using an algorithm supported by qualitative and quantitative criteria, including surveys, telephone, virtual and…
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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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lenox wealth advisors integration

NFP’s Lenox Wealth Advisors to Integrate with Wealthspire Advisors

In the News
LWA adds $2 billion in assets, expands Wealthspire’s Northeast, West Coast, and Midwest market share New York, January 24, 2022 – Wealthspire Advisors, in partnership with parent company NFP, announced the integration of Lenox Wealth Advisors (LWA) into Wealthspire’s national independent investment advisory platform. LWA is also a subsidiary of NFP. “By combining firms under the NFP umbrella, LWA and Wealthspire create significant advantages that benefit both our clients and our people,” said Wealthspire CEO Mike LaMena. “Size and scale are important. Coming together allows us to invest in the technology and talent we need and expand the capabilities and…
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private ocean

Wealthspire Advisors to Acquire California-based Wealth Management Firm, Private Ocean

In the News
Acquisition adds $2.7 billion in assets, expands Wealthspire’s national presence with West Coast offices New York, November 22, 2021 – Wealthspire Advisors, an NFP company and independent investment adviser, today announced a significant step in expanding its national RIA business by signing a definitive agreement to acquire Private Ocean, LLC, a leading fiduciary wealth management firm with $2.7 billion in assets. Private Ocean is based in San Rafael, California, with additional offices in San Francisco and Seattle. “This is a fantastic opportunity for Wealthspire,” said Wealthspire CEO Mike LaMena. “The Private Ocean team, led by innovative leader Greg Friedman, shares…
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wealthspire cfp board

Wealthspire Advisors Announces CFP Board Center for Financial Planning Sponsorship

In the News
New York, November 11, 2021 – Wealthspire Advisors, an NFP company and independent investment advisor based in New York, NY, today announced it entered into a partnership with the CFP Board Center for Financial Planning that includes sponsorship of the 2021 Virtual Diversity Summit and Career Fair. The partnership, which also includes sponsorship of the 2021 Academic Research Colloquium (ARC), inclusion in a thought leadership paper to be released at the Diversity Summit, and participation in the RIA Leadership Network, is meant to support the Center’s mission to create a more diverse and sustainable financial planning profession. “Without addressing the…
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Wealthspire Advisors to Acquire Private Capital Group

In the News
Acquisition adds $1.0 billion in assets, expands presence in the Northeast New York, October 5, 2021 – Wealthspire Advisors, an NFP company and independent investment adviser, today announced the signing of a definitive agreement to acquire Private Capital Group, LLC, a leading wealth management firm based in West Hartford, CT, offering comprehensive wealth management and retirement planning services. “Private Capital Group has a talented team providing clients with comprehensive financial planning, robust wealth management solutions, and passionate client service,” said Wealthspire CEO Mike LaMena. “They are a natural cultural fit, and I am confident that combining their accomplished group with…
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