Wealthspire Advisors

Join us as Madeline Rowe, CFP? from our Beachwood, Ohio office chats with Emily Platt, CFP? about her first-ever Advisor Summit experience! After joining Wealthspire recently, Maddie is soaking it all in. As a young woman in wealth management, she also opens up about her journey and the amazing mentors and female leaders who have inspired her along the way. Don’t miss her insights in this engaging interview. #WeAreWealthspire #WomenInFinance

We’re honored to be named one of InvestmentNews' Top Independent High-Net-Worth Advisors in the Northeast! Standing out in a competitive marketplace takes dedication, expertise, and a deep commitment to our clients. This recognition reflects our unwavering focus on delivering exceptional service to high-net-worth individuals and families. Thank you to our clients for your trust and to our team for your passion and hard work. We’re proud to be among the firms recognized in this year’s InvestmentNews Top Independent HNW Advisors report! See the full list: https://lnkd.in/gq7tnV3F #InvestmentNews #WealthManagement #HNW #ClientFirst

The #SisterhoodSummit was an inspiring gathering of women supporting, learning, and growing together. From insightful discussions on hormonal health to hands-on demonstrations and actionable life strategies, this event truly empowered everyone in the room. Grateful for spaces that foster connection and leadership and looking forward to seeing the impact continue! #WomenInLeadership

We’re thrilled to shine the spotlight on the Museum of Contemporary Art Connecticut this month! As proud supporters, we are continually inspired by their innovative approach to showcasing contemporary art and their unwavering commitment to fostering creativity within the community. With groundbreaking exhibitions and engaging programs, the museum is a vibrant hub for art lovers and creators alike! Don't miss their latest exhibitions that challenge perspectives and ignite conversations. ?? Discover more about their exciting offerings: https://mocact.org #ContemporaryArt #ArtInspiration #SupportLocalArt #MuseumOfContemporaryArt

As Women’s History Month comes to a close, we want to highlight organizations, books, and podcasts that continue to elevate and empower women in finance. Whether you're looking for inspiration, financial education, or a supportive community, these resources are making an impact: ?? BWIF - Black Women In Finance – A network supporting and uplifting Black women in the finance industry ?? Financial Feminist – A book and podcast by Tori Dunlap focused on financial empowerment and breaking money taboos ?? The Black Girl’s Guide to Financial Freedom – A must-read for building wealth and creating a life of financial independence ?? Women’s Institute for Financial Education (WIFE.org) – The oldest nonprofit dedicated to providing financial education to women in their quest for financial independence We encourage you to explore, learn, and share these resources with the women in your life. Together, we can continue to build a more inclusive and financially empowered future. #WomensHistoryMonth #WeAreWealthspire #WomenInFinance

We were honored to host Admiral James Stavridis at our recent client event, where he shared his insights on 21st Century Geopolitics and Investing. From shifting global dynamics to the economic impact of international relations, his perspective was both timely and thought-provoking. We understand that geopolitical trends play a crucial role in financial decision-making. Conversations like these help us stay ahead of the curve as we guide our clients through an ever-evolving landscape. A sincere thank you to Admiral Stavridis for an engaging discussion and to our clients for joining us! #Geopolitics Amy Miller, CFP? Michael Goss

We’re thrilled to announce the promotion of several outstanding leaders to Managing Director at Wealthspire. Their expertise, dedication, and leadership have been instrumental in shaping our firm’s success and delivering exceptional client service. ? Please join us in congratulating Bill Bockwoldt, CFP?, MBA, CEPA?, Steve Branton, MSFP, CFP?, CPCC, David Dickman, Eric Dostal J.D. CFP?, and Michael Del Priore. ? These promotions reflect not only their individual achievements but also the strength of our team. We are excited to see how they continue to drive Wealthspire forward! ? #Leadership #ManagingDirector #WeAreWealthspire

Congratulations to all our colleagues who have recently been promoted! ?? ? Your hard work and commitment to excellence continue to elevate our firm and the service we provide to clients. We look forward to seeing the incredible things you will accomplish in your new roles! ? #CareerGrowth #WeAreWealthspire Maddy Bowles, CFP? Steven Broadhead Stephanie Carmel MBA, CFP?, CDFA? Tyrone Clarke, MBA Rachel Clore Patricia DCosta Tatiana Dadykina Marianne Esche, CFP? Joshua Frank, CFP? Josh G. Casey Hardy Ryan Jordan, CFP? Jack Keating, CFP? Emily Kurisky Joy Kuvareewong Christopher Leddy Margherita MacPherson Dominick Matteo, CFP? Pietro Messina, CFP? Andrew Moore Jake Obringer, CFP? Vincent Pecoraro, FPQP? Courtney Roberts Anthony Sainclair Katharine Schelhorn, CFP? Carter Smith Bryan Stretton, CFP? Nick Walser Travis Walters Matthew Yakstis, CPA Annie Hall Kevin J. Brady, CFP? Katrina Capul Ryan McKinney

Excited to share a clip from our Great Aspirations podcast featuring the inspiring Jim McCann, founder of 1-800-FLOWERS! In this introduction, Jim opens up about his upbringing and the experiences that shaped his entrepreneurial journey. His story is a testament to the power of perseverance and passion. Don't miss this chance to hear his insights and learn how his early years laid the foundation for his remarkable success. #GreatAspirations #Podcast #Entrepreneurship Michael LaMena

At the 2025 Wealthspire Advisor Summit, Benjamin Sullivan, CFP? sat down with Bryan Stretton, CFP? to talk about his journey from intern to advisor and what drew him to Wealthspire. Ben shares how the firm’s focus on growth, mentorship, and hands-on client relationships has shaped his career. As he puts it, “Empathy in finance transforms the client experience; it's what sets us apart in this industry.” #FinancialAdvisors #CareerGrowth #WeAreWealthspire