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Press Release Archives | Wealthspire Advisors

Feb 12 2020
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office boca raton

Wealthspire Advisors Opens Boca Raton Office

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New York, February 12, 2019 – Wealthspire Advisors, an NFP company and independent investment advisor, announced today the opening of a new office in Boca Raton, FL. The office is located at 150 East Palmetto Park Road, Suite 525, Boca Raton, FL 33432. Wealthspire Advisors now operates 13 offices in 9 states. “Wealthspire is a growth-driven company and we are excited for the opportunity to expand our footprint to Florida,” said Wealthspire Advisors CEO, Mike LaMena. “The new office will allow us to better serve existing relationships in the region and connect with new clients who value local expertise. Being…
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Dec 12 2019
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potomac office

Wealthspire Advisors’ Rockville Office Moves to Park Potomac

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Potomac, MD, December 12, 2019 – Wealthspire Advisors, an NFP company and independent investment advisor, announced today that the company’s Rockville office is moving to a new location down the road at Park Potomac. The full street address of the new space is 12435 Park Potomac Avenue, Suite 500, Potomac, Maryland 20854. “Wealthspire’s team continues to grow and we are excited to be located in the Park Potomac development with all the amenities it offers,” said Michele Walthert, Senior Vice President and co-head of the Potomac office. “The space is well suited for our collaborative culture and will help us…
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Dec 11 2019
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Washingtonian Award

Wealthspire Advisors’ Ashley Iddings and Grant Ruder Named Top Financial Advisers by Washingtonian Magazine

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New York, December 11, 2019 – Wealthspire Advisors, an independent investment advisor, announced today that Ashley Iddings, Managing Director, and Grant Ruder, Senior Vice President, have been named top financial advisors in the DC Metro area by Washingtonian Magazine in the December 2019 issue. The “Best Financial Advisers” list recognizes the top financial advisors in the DC Metro area. Hundreds of local financial experts are surveyed for recommendations followed by extensive research to determine the top advisors. Only nominees with the strongest recommendations are named top financial advisors. Ashley E. Iddings, CIMA®, CPWA® is a Managing Director and co-head of…
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Nov 21 2019
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wealthspire pathways

Wealthspire Advisors Launches Digital Wealth Management Solution, Wealthspire Pathways

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New York, November 21, 2019 – Wealthspire Advisors, an independent investment advisor, today announced the launch of Wealthspire Pathways, a digital wealth management solution that combines the firm’s traditional focus on financial planning and client service with an automated technology platform. Wealthspire Advisors’ goal in launching Pathways is to bring professional financial planning and investment management services to a broader group of clients, including those who are accustomed to using online interfaces. One of the biggest differentiators between Pathways and standard “robo-advisor” platforms is that clients have access to a dedicated Certified Financial Planner (CFP®). Advisors specializing in the platform…
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Nov 14 2019
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Align Impact

Wealthspire Advisors Engages Align Impact to Enhance its Impact Investing Offerings

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New York, November 14, 2019 – Wealthspire Advisors has announced its engagement of Align Impact, an impact investing advisory firm based in Santa Monica, CA, with offices also in Denver and New York City. “We are very excited to be working with Align Impact”, said Wealthspire Advisors Managing Director Glen Macdonald who is spearheading the firm’s impact investing initiatives. Macdonald added that “Align Impact has established itself as a leader in the impact space and has deep expertise across all the prominent impact investing themes”. Align Impact collaborates with wealth and investment advisors to service individuals, families, and foundations seeking…
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Oct 30 2019
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Sontag Advisory and Bronfman Rothschild Combine to Launch Wealthspire Advisors

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NFP Announces New Brand Following Integration of Two Firms New York, October 30, 2019 — NFP today announced the launch of Wealthspire Advisors, representing the combined RIA of Sontag Advisory and Bronfman Rothschild. “Our new name emphasizes that we are one united firm,” said Howard Sontag, chairman of the combined firm. “The key to our future is enhancing client experiences and outcomes. Combining these two highly successful firms creates a great future for our clients and our team members.” Bronfman Rothschild was acquired by NFP in May. NFP first announced plans to acquire Bronfman Rothschild in March, noting that a new…
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Sep 25 2019
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Barron’s Names Wealthspire Advisors to 2019’s List of Nation’s Top RIA Firms

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New York, NY, September 24, 2019 — Wealthspire Advisors, an independent investment advisor based in New York, NY, today announced that they have been named one of Barron’s 2019 Top 50 RIA Firms. Debuting its Top 50 RIA Firms list three years ago, Barron’s issues this ranking in recognition of the top RIA firms across the country that have grown both organically and through mergers and acquisitions. Barron’s has also expanded the list to include 50 firms this year, a reflection of the industry’s growth and rising standards. “We are honored to be included in Barron’s list this year among…
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Aug 02 2019
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Wealthspire Advisors Predecessor Bronfman Rothschild Welcomes John Montgomery to the Team

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Rockville, MD, August 2, 2019 — Wealthspire Advisors predecessor Bronfman Rothschild, an independent investment advisor based in New York, NY, announced today that John Montgomery has joined the firm as a special consultant. Montgomery will work closely with advisors based in the Reston, VA and Rockville, MD offices to assist with ongoing client relationship management, business development efforts, and special projects. “John brings more than 40 years of industry expertise to our team. His knowledge of financial markets and investments and his passion for helping clients reach their goals and objectives will enable us to better serve clients and grow…
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Jul 23 2019
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Financial Advisor Magazine Ranks Wealthspire Advisors Predecessor Sontag Advisory #53 in 2019 RIA Survey

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New York, NY, July 23, 2019 – Sontag Advisory, a leading financial planning and investment advisory firm, announced that it was ranked #53 in Financial Advisor Magazine’s 2019 RIA Ranking. The annual report ranks registered investment advisors (RIAs) based on percentage of growth in assets under management (AUM) from the previous calendar year. It is the premier industry ranking for independent RIA growth. To be eligible, advisory firms must be registered as RIAs, file their own Form ADV statement with the SEC, and provide financial planning and related services to clients. All firms must either be independently owned or a…
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Jul 11 2019
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Kevin Smith to Speak at InVest Digital Wealth Management Event

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Kevin Smith to Speak at In|Vest Digital Wealth Management Event Rockville, MD, July 11, 2019 — Wealthspire Advisors, an independent investment advisor based in New York, NY, today announced that Wealth Advisor Kevin Smith will participate on a panel at In|Vest 2019, the 5th annual digital wealth management event hosted by Financial Planning. The conference will be held July 16-17 in New York City. The In|Vest conference brings together more than 1,500 executives from across the wealth management community to explore innovations in digital wealth management and discuss the future of tech in the industry. This year’s event focuses on…
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