Razi Hecht, CFP®
Razi is a financial advisor and the office lead in our Delafield, WI office. As a financial advisor, he works ...
Tim Hughes, CFP®
Tim Hughes is a Managing Director and the Atlantic Regional Leader. He has over twenty years of experience tailoring to ...
Laura Barry, CFP®, CeFT®
Laura joined the firm in 2004 as an experienced advisor and specializes working with people in life transitions. She focuses ...
Max Meltzer, CFP®
Max joined the firm in 2015 through the acquisition of Highline Wealth Management. In his role as an advisor, Max ...
Gary Sobelman
Gary joined the firm in 2015 and is based in our Philadelphia, PA, area office. He brings over 25 years ...
Jay Frank, CFP®, CLU, ChFC®
Jay has been helping individuals and businesses with their planning needs since 1986, reaching far beyond investment management and focusing ...
Howard Sontag
Howard founded Sontag Advisory, a predecessor firm of Wealthspire, to introduce his personal client-centric approach to financial advisory services. The ...
Bill Schwartz, CPA, CFP®
Mr. Schwartz is a Managing Director in the Potomac, MD office, a member of the executive board, and a member ...
John Wolff, CFP®, AIF®, CLU®, ChFC®
A dedicated advisor with over 30 years of experience, John joined the firm in 2017 after serving for a decade ...
Michèle Walthert, CFP®, CRPC®
Michèle joined the firm in 2011 and serves as both a financial advisor and the Head of Advisor Success for ...
Ashley E. Iddings, CIMA®, CPWA®
Ashley is a Managing Director and head of Wealthspire Advisors’ Potomac, MD office. She has been with the firm and ...
