Wealthspire Advisors

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

We had an unforgettable weekend at The Amelia Concours d’Elegance! Advisor Sandy Wiggins and VP of Strategic Growth & Marketing Chris Izmirlian joined clients to take in an incredible showcase of historic automobiles. A few standout moments: A 1938 Alfa Romeo 8C 2900 took home Best of Show, Concours d’Elegance, while a 1967 Lotus 49 won Best of Show, Concours de Sport. For those interested in the investment potential of collectible cars, our blog explores key considerations, market trends, and risk management strategies. Read more here: https://lnkd.in/eNNbSBdk #ConcoursDElegance #ClassicCars #WealthManagement

The Barron's Advisor Independent Summit brought together top RIAs and independent advisors for meaningful discussions about the future of our industry. We’re proud that Frank J. Lavrigata, CFP? and Charles D. Scarallo, CPA, CFP? took the stage to share their expertise on two critical topics: ? Frank on The Generational Shift: Serving the Next Wave of Clients & Talent ? Charles on Crafting Enduring Legacies: Taking the Long View with Holistic Tax & Estate Solutions A huge thank you to Barron’s for hosting such an impactful event and to everyone who engaged in these conversations. Looking forward to carrying these insights forward. #BarronsIndependent #Wealthspire #FinancialLeadership #EstatePlanning #NextGenAdvising

In this month’s edition of #MarketsIn2Minutes, the Investment Team’s Connor Darrell, CFA provides a quick preview of our annual update to our Capital Market Assumptions and discusses the evolution of the efficient frontier over the past several years. Watch the video: https://lnkd.in/eAPa8saK #MarketInsights #FinanceNews #CapitalMarkets #EconomicOutlook

When it comes to an old 401(k), should you leave it in your old plan, roll it into your new employer’s 401(k), transfer it to an IRA, or cash it out? There’s no one-size-fits-all answer. Each option has benefits and trade-offs, from investment choices and fees to tax implications. At Wealthspire Advisors, we help clients navigate these decisions by presenting all the options because the right choice depends on your unique financial situation. Explore the pros and cons in our latest article by Zachary Gering, CFP? ?? #Wealthspire #401k #RetirementPlanning

As we celebrate Women’s History Month, we are proud to highlight inspiring voices like Funlola Ayebae, founder of BWIF - Black Women In Finance. Her words are a powerful reminder that women belong in every room, at every table, and in every conversation. More than that, we have the power to create new spaces for others to thrive. Let’s continue to uplift, support, and champion the women shaping the future of finance and beyond. #WomensHistoryMonth #WeAreWealthspire #WomenInFinance

We’re proud to sponsor the ACTEC 2025 Annual Meeting and look forward to connecting with fellow industry leaders in trust and estate planning. If you're attending, don’t miss the chance to connect with Elizabeth Summers, JD, CEPA, Eric Dostal J.D. CFP?, and Jonathan Connolly, AIF?, ATFA, President of Wealthspire Trust. They’ll be on-site to discuss the evolving landscape of estate planning and how we help clients navigate complex trust structures. Be sure to visit our booth—we’d love to meet you! See you in La Quinta! #ACTEC2025 #EstatePlanning The American College of Trust and Estate Counsel (ACTEC)

As we conclude our celebration of the inaugural inSPIRE Award winners, we’re excited to highlight three exceptional individuals whose dedication, leadership, and expertise make a lasting impact at Wealthspire. ? Angela Loffredo, Client Operations – Angela’s ability to foster collaboration and drive efficiency is truly commendable. She continuously enhances processes and promotes innovation, strengthening both her team and the firm as a whole. ? Emily Kurisky, Marketing & Communications – As a cornerstone of the marketing team, Emily’s problem-solving skills and unwavering support make her an invaluable colleague. She exemplifies selfless leadership, always ensuring her team has what they need to succeed. ? Nick Walser, Investments – Nick’s expertise and adaptability have been instrumental in streamlining processes and managing key initiatives. His ability to balance multiple responsibilities while delivering exceptional results is a testament to his dedication. Congratulations to Angela, Emily, and Nick on this well-deserved recognition! Thank you to all of our inSPIRE Award winners for your incredible contributions. #WeAreWealthspire #inSPIREAwards #TeamExcellence

It’s that time of year again! Reviewing your tax return is not just a chore; it’s a key step toward achieving your financial goals. Check out our blog for valuable tips for couples in their 30s, including: ? Choosing the best filing status ?? Accurately reporting income sources ?? Maximizing retirement contributions ?? Exploring itemized deductions and tax credits Take a moment to review your tax return and set yourselves up for success. ?? https://bit.ly/423lSAI #TaxTips #FinancialPlanning #WealthManagement Ryan Moore, CFP?

We had an incredible time at Hofstra University’s Career Fair! Meeting the next generation of talent, hearing about their career aspirations, and sharing insights into wealth management was truly inspiring. We’re excited to see where their careers take them and hope to cross paths again in the future!