When Sarah Wotherspoon, MS, CFP?, CDFA? took a year off without income, many asked her, "How are you managing?" The experience made her realize that people often aren't focused on what’s possible—they’re more concerned with the barriers. What drives Sarah as a financial advisor today is the same passion that brought her into this career: helping others lead their best lives. Her story is a powerful reminder that with the right guidance, achieving what’s most important is within reach. #FinancialPlanning #Empowerment #WeAreWealthspire #ClientFocused
关于我们
Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country. With a strong commitment to a fiduciary business model, the firm believes in connecting all parts of a client's financial life and delivering thoughtful, collaborative strategies that focus on what’s most important to them. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations.
- 网站
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https://www.wealthspire.com
Wealthspire Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 201-500 人
- 总部
- New York，NY
- 类型
- 私人持股
地点
Wealthspire Advisors员工
动态
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Great insights from Michael LaMena on the Lessons from Seasoned Acquirers panel at DeVoe. Understanding the unique motivations behind each team member is key to building meaningful partnerships. We enjoyed the important conversations that happened at #DeVoeMASummit24
Public relations, growth marketing, communications, strategy and consulting for financial services industry firms including RIAs, asset managers, ETF issuers, fintech, banks, B/Ds, insurers
“When you look at a team, the “why” is going to be different for each and every one of them” shares Michael LaMena of Wealthspire Advisors discussing how to best relate with a potential deal partner. Here at DeVoe & Company panel the softer side of deal making is getting equal time.
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We are thrilled to welcome Belle Bennett as the newest member of our team! A recent graduate of Michigan State University, Belle has joined Wealthspire Advisors as an Advisor Associate in Boca Raton, FL. Her ambition and positive attitude have already made a noticeable impact on our Boca office. Welcome Belle!
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Feeling like you're swimming against the current when it comes to markets and investing in an election year? You're not alone! In my latest article for Northern Nevada Business Weekly, I dive into this very topic - using Michael Phelp's grit as an inspiration - and share 5 key actions you can take to stay on course. Check it out on page 10 and let me know your thoughts. #ElectionYear #FinancialPlanning #StayTheCourse Wealthspire Advisors
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??? The new season of our Great Aspirations podcast is now available! Watch the first episode, which features real estate developer and abstract artist Abbott Stillman. #LifeAmplified is this season’s theme, and we’re thrilled to welcome inspiring guests who have achieved life fulfillment through intuition, opportunity, and determination. Matthieu Pavon, winner of the 2024 Farmers Insurance Open on the PGA TOUR, will also share his story of finding joy and purpose in life in an upcoming episode. “We hope the stories featured in our third season invigorate others to pursue their passions and goals with confidence,” says Michael LaMena, podcast host and Wealthspire Advisors’ CEO. Learn more here: https://lnkd.in/dCbBQZhH #financialplanning #purpose #wearewealthspire
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Choosing the right financial advisor can start with asking the right questions and bringing the right materials. Julie Williams highlights key considerations to keep in mind in the latest edition of MKE Lifestyle Magazine, starting on page 28. Check it out!
Proud to be included in the most recent #MKElifestyle magazine. I encourage anyone waiting to take the step and meet with an advisor today. A financial advisor can be your guide on life's financial journey, your accountability partner to ensure you do what you mean to do, and your support to get through life's financial challenges. What are you waiting for? Wealthspire Advisors is here for you.
MKE Lifestyle
mkelifestyle-wi.newsmemory.com
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??? Join us on Wednesday, October 9th, at 7pm ET for an insightful panel discussion on #SpecialNeedsPlanning! In partnership with the Special Education Legal Fund, we invite you to join Michael Delgass, Richard Yam, Adrienne Arkontaky, and Marion Walsh who will share valuable guidance on planning for children with special needs, from education to finance and beyond. Can’t attend live? RSVP anyway to receive the recording afterward!
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Michael LaMena joins CEOs from multiple RIAs to discuss the future of organic growth within the industry. “When you start to look at firms that are our size or bigger, you have to think differently about organic growth,” he said. “You have to have that institutionalization of drivers of growth.” See what else he had to say ??
Chief executives at some of the largest and fastest-growing #RIAs in the country argue for the need to institutionalize business development.
The Future of Organic Growth Goes Beyond Referrals
wealthmanagement.com
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Today, we pause to remember and honor the lives lost on September 11, 2001. As a company headquartered in New York City, this day holds a special significance for us, and we are deeply connected to the events and their impact on our city and nation. We reflect on the courage, resilience, and unity demonstrated in the face of unimaginable adversity. Our thoughts are with the families who continue to feel the profound loss, and we remain committed to supporting and standing with our community. Let us all take a moment to honor the memory of those who were lost and to express our gratitude for the heroes who stepped forward in that critical time. May we carry forward their legacy of strength and solidarity. #NeverForget #September11 #Remembrance
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We’re proud to announce that Julie Penwell, CFP? has been named a finalist for Rising Star of The Year at the 9th annual #WomenToWatch Awards by InvestmentNews! Julie’s commitment to accessible financial literacy and her focus on empowering next-gen clients and women truly set her apart. Congratulations, Julie, and to all the other incredible finalists! We’re honored to have you on our team. #NextGenAdvisor #RisingStarOfTheYear #WeAreWealthspire
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