Wealthspire Advisors

Strong #mentorship from an early age can help shape the course of your life. Listen as CEO Michael LaMena speaks with friend and colleague Mike James, Chief Sales Officer at NFP, an Aon company, about the impact of strong mentors and how they can influence career decisions. To watch the full episode, click here: https://lnkd.in/dqVR_Mqa #wearewealthspire

Frank Marzano, Wealthspire financial advisor and Chairman of #ImpactThroughGolf, presented funds raised to support the Coachella community! Impact Through Golf is dedicated to uplifting local organizations focused on health, education, youth and family support, homelessness, DEI, and more. Since 1960, over $66 million has been raised to create positive change for nonprofits across the Coachella Valley. ??? Learn more: https://lnkd.in/dFkmNC4k #GivingBack #CommunityFirst #WeAreWealthspire

The latest episode our Great Aspirations podcast – “The Highest Peak: A Band of Brothers’ Pursuit of Fellowship, Fundraising, and Fun” – is live! In this inspiring conversation, Wealthspire’s own Chip Pyfer, J.D., CFP?, CPWA?, CIMA? joins Alden Mills and Brett Bush to explore the power of enduring friendship, mountain climbing adventures, and their shared passion for giving back to their communities. ?? https://lnkd.in/gwPHX5Ym #GreatAspirations #TheHighestPeak #WealthspireAdvisors #Leadership

We're proud to support the #CPASummit as a sponsor! Looking forward to connecting with Maryland CPAs and finance professionals during this virtual event. Don't miss the chance to gain fresh insights and strategies to stay ahead in 2025. See you there! #WeAreWealthspire #FutureReady #MACPA

Alumni Spotlight /// As Senior Vice President and Director of Wealth Strategy, Family Wealth at Wealthspire Advisors, Elizabeth Summers '12L helps families plan for their future and solve the problems that keep them up at night. "One thing that shines through in her journey is the importance of the W&L alumni network. It was a challenging time to find legal employment when Summers graduated, perhaps more so for someone interested in trusts and estates as changes in federal estate tax exemptions had caused many firms to eliminate entire practice groups. She was grateful to connect with John Allevato ‘79L, who hired her as a trusts and estate associate for Spilman, Thomas and Battle in Charleston, West Virginia. After two years there, Summers moved to Dentons Cohen & Grigsby in Pittsburgh to practice with another alumnus, Samuel Goncz ‘92L. She says both alumni were instrumental in her development as a lawyer." https://lnkd.in/eYCECxc6

Meet M. Zach Mangels, MSFP, CFP?, Senior Vice President and Financial Advisor based in our San Rafael office. With over a decade of experience, Zach specializes in retirement, education, and estate planning. He excels at providing clients with clarity in their financial lives and acting as a trusted sounding board for important decisions. Beyond his work with clients, Zach serves on Wealthspire’s Financial Planning Committee and enjoys life in Northern California with his family. "To me, financial planning is a puzzle that has a million different solutions. Each piece is a different strategy, and my goal is to find the right solution for each client so that they are empowered to live their most fulfilling life." #WealthManagement #FinancialPlanning #ClientFocus #WeAreWealthspire

Our latest blog by Matt Kleiman explores how you can now convert a 529 plan into a Roth IRA, offering a flexible strategy to fund both your child’s education and their future retirement. This conversion can create a powerful dual-purpose savings tool that grows over time. Discover the benefits, eligibility, and guidelines of this unique strategy and how it might fit into your long-term financial plans. ?? https://lnkd.in/dvjtX_cZ #WeAreWealthspire #FinancialPlanning #RetirementPlanning #529Plans #RothIRA #EducationAndRetirement

We’re excited to announce the launch of Art InSpired, an initiative focused on promoting art through financial literacy on the appreciation of art and collectibles, hosted and sponsored events, and art-focused thought leadership. The Wealthspire family is committed to supporting and elevating both up-and-coming and established artists, along with partnering with regional museums on a series of educational webinars in 2025. ? “Multi-generational families are collecting and investing in art as an opportunity to further diversify their portfolios,” says our CEO Michael LaMena. ? Art InSpired is part of the ongoing expansion of our Family Office Services this year, including the launch of Wealthspire Trust the addition of family office accounting, and the expansion of our team of wealth strategists who specialize in estate planning, wealth transfer, and taxation. ? Learn more here: https://lnkd.in/g-USckXK ? #wearewealthspire #artinspired

Today, we honor and thank all veterans, especially those who are part of our team, for their service and sacrifice. Your dedication and commitment inspire us daily, reminding us of the courage and resilience it takes to protect and serve. To all who have served and continue to serve, we extend our deepest gratitude. Happy Veterans Day. #VeteransDay #ThankYouVeterans #WealthspireCares #WeAreWealthspire

In the latest episode of our Great Aspirations podcast, CEO Michael LaMena delves into the importance of education and mentorship with Mike James Chief Sales Officer at NFP, an Aon company. Mike shares his story as a first-generation college graduate and discusses the value that his parents placed on education. Watch the full episode: https://lnkd.in/dqVR_Mqa #wearewealthspire