Individuals and Families

We Lead With Planning.

Whether you are starting your career, combining households, starting a business, planning for retirement or looking ahead at legacy planning for future generations, Wealthspire is here for every step of your financial journey.  

We look beyond the numbers and listen – really listen – to what you say and don’t say, so that we can understand what matters most to you. From there, we’ll educate you on your options and collaborate on an actionable plan that’s designed to secure your future while giving you the freedom to live your best life today.

No matter where you are in life, we have an advisor to meet you.

How We Serve Individuals and Families

  • Integrated cash flow and financial planning
  • Accumulation planning for high earners
  • Income and distribution planning for retirees
  • Coordination of financial affairs
  • Tax, gift, and estate planning
  • Charitable giving
  • Risk management
  • Online investment reporting and aggregation
  • Mortgages and asset-based lending
  • Investment management
  • Strategic asset allocators
  • Customized portfolio construction
  • Expertise with alternative investments when appropriate
  • Ability to operate non-discretionary investment management agreements

Our Dedicated Team

Our advisors bring decades of sophisticated expertise managing the financial complexities of individuals and families across generations. Their backgrounds and experiences are as diverse as their clients; we have over 90 advisors across the U.S. to serve you. Looking for a financial advisor? Start your search here.

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