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Press Release Archives - Wealthspire

Oct 05 2021
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Wealthspire Advisors to Acquire Private Capital Group

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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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Sep 20 2021
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Wealthspire Advisors Named to Barron’s 2021 Top 100 RIA Firms List

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New York, September 20, 2021 – Wealthspire Advisors, an NFP company and independent investment advisor based in New York, NY, has been named to Barron’s Top 100 RIA Firms List, which recognizes top firms across the nation. Barron’s independently ranks the top 100 RIA firms based on three primary criteria: assets, revenue, and quality of practice. As the financial services industry continues to grow, the top RIA ranking serves to highlight the nation’s best financial advisors and raise the industry’s standards. “Wealthspire Advisors’ commitment to excellence and ensuring that our client’s aspirations come first is part of what has secured…
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Jun 07 2021
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Wealthspire Advisors’ Amanda Campbell Named to InvestmentNews 40 Under 40 List

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New York, June 7, 2021 – Wealthspire Advisors, an NFP company and independent investment advisor headquartered in New York, today announced that advisor Amanda Campbell CFP®, CDFA®, AAMS®, AIF® has been named to the 2021 InvestmentNews 40 Under 40 list, which celebrates up-and-comers in the financial advice industry. Campbell is a vice president and advisor in Wealthspire’s Fulton, Md., office. She is also the co-author (with her sister, Michelle Riley) of The Health & Wealth Sisters’ 360° Action Plan: Total Self-Care for the Modern Woman’s Fiscal, Physical, and Emotional Well-Being (H&W Books, February 1, 2021). Individuals on the 2021 InvestmentNews…
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Apr 05 2021
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Two Wealthspire Team Members Named to 2021 Forbes List of Top Women Wealth Advisors

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New York, April 5, 2021 – 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 2021 Forbes Top Women Wealth Advisors List, which highlights the nation’s top performing female advisors. Iddings and Walthert are advisors and managing directors in the Potomac, Md., office. In compiling the list, Forbes evaluates advisors using an algorithm supported by qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced, and assets under management. Additional information about the ranking methodology…
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Mar 09 2021
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Three Wealthspire Advisors Named to Forbes 2021 Best-In-State Wealth Advisors List

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New York, March 9, 2021 – Wealthspire Advisors, an NFP company and independent investment advisor based in New York, today announced that three advisors have been named to the 2021 Forbes Best-In-State Wealth Advisors List. The list, which highlights top performing advisors across the nation, includes Michael Delgass, J.D., managing director in the Westport, Conn., office; John Wolff, CFP®, AIF®, CLU®, ChFC®, managing director in the Reston, Va., office; and Ashley Iddings CIMA®, CPWA®, managing director in the Potomac, Md., office. Advisors were evaluated for their industry experience, compliance records, revenue produced, and assets under management. In total, the advisors…
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Feb 22 2021
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Wealthspire Advisors Rolls Out Impact and ESG-Based Investment Portfolios

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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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Jan 15 2021
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Wealthspire Advisors’ Tim Hughes and Ashley Iddings Named Top Wealth Advisors by Washingtonian Magazine

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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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Jan 11 2021
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Wealthspire Advisors Names Jim DeCarlo Chief Strategic Growth Officer

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Industry Leader Assumes Newly Created Role New York, January 11, 2021 – Wealthspire Advisors, an NFP company and independent investment adviser, announced today that Jim DeCarlo has been named Wealthspire’s Chief Strategic Growth Officer. In this newly created role, DeCarlo will collaborate with advisors across the organization to help accelerate Wealthspire’s growth and identify strategic initiatives to expand and scale how Wealthspire serves clients. DeCarlo, based in Fulton, MD, will be reporting to Wealthspire CEO, Mike LaMena. DeCarlo’s appointment as Chief Strategic Growth Officer follows Wealthspire’s recent acquisition of StratWealth, an award-winning wealth management firm serving families and retirement plans. DeCarlo,…
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Dec 21 2020
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Gail Harris, Senior Vice President, Earns Exit Planning Designation

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New York, December 21, 2020 – Wealthspire Advisors, an NFP company and independent investment advisor based in New York, NY, is proud to announce that Gail Harris, senior vice president, has earned a prestigious designation from a prominent exit planning program. Harris earned the Business Enterprise Institute (BEI) Exit Planner (CExP™) Certification. The certification process requires the completion of nine modules of the Advanced Exit Planning Series, as well as rigorous exams and case studies. In addition to more than 20 years in the wealth management industry, Harris’ experience includes time as a commercial banker and service as an officer in…
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Nov 13 2020
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RIA Institute

Senior Vice President David Dickman to Speak at RIA Institute’s Virtual Forum

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New York, November 13, 2020 – David Dickman, Senior Vice President at Wealthspire Advisors, an NFP company and independent investment advisor based in New York, NY, will speak at the RIA Institute’s “Re-imagining Portfolio Construction to Meet the Changing Needs of Your Clients” virtual event. It will take place on Wednesday, November 18th from 1:00 to 2:30pm EST. The 2020 RIA Institute’s virtual event will cover relevant topics such as the coronavirus and ensuing economic and market upheaval, the future of portfolio construction, and long-term implications on global investments. It will consist of a panel discussion, followed by discussion breakout…
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