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 are honored to be ranked #12 on this year's Barron's Top RIA Firms list! ???? Having been included for the sixth consecutive year, we believe this recognition reflects the dedication and expertise of our incredible team, who consistently go above and beyond to provide exceptional service to our clients. We’re proud of this accomplishment and grateful for the trust our clients place in us every day. We're excited to continue building on this momentum with growth, innovation, and excellence! See the full list of winners: https://lnkd.in/eA5izdz8 #BarronsTopRIAFirms #WeAreWealthspire #TopRIA
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Congrats Kevin Smith, CFP?!
Leadership Spotlight: Kevin Smith, CFP? Meet Kevin Smith, President-Elect of FPA of Central Florida! With over 18 years in the financial services industry, Kevin serves as a Senior Vice President and Advisor with Wealthspire Advisors, where he works with clients from all walks of life, including young professionals in fast-growing industries like technology. In addition to his role as President-Elect, Kevin is a dedicated member of Wealthspire’s Financial Planning Committee, bringing his expertise to help clients achieve their financial goals. Kevin calls Indialantic, FL home, where he lives with his wife and dog. Outside the office, he stays active competing in triathlons and playing tennis. ????♂? Join us in celebrating Kevin’s leadership and his commitment to empowering others on their financial journeys! #LeadershipSpotlight #FPACentralFlorida #FinancialPlanner #CentralFlorida
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Attending RIA Edge West today? Be sure to catch Wealthspire's own Michael LaMena on the 'Revealing the Hidden Strategies of Top-Growing Firms' panel. Don't miss this opportunity to hear valuable insights from industry leaders! Wealth Management EDGE
Thrilled to be attending and speaking at RIA Edge West next week. I'll be joining a discussion panel, "Revealing the Hidden Strategies of Top-Growing Firms," where we’ll take a closer look at the key strategies that truly set firms apart. I’m looking forward to exchanging ideas with John Wernz, Brad Boekestein, and David DeVoe as we explore what it means to not only grow but to lead with purpose and innovation. Wealthspire Advisors Wealth Management EDGE #RIAGrowth
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Join Laura Barry, CFP?, CeFT? as she meets with Susan Bradley to discuss Women in Transition. Don't miss this incredible event tomorrow at 12pm Central. This is a free virtual event. Register: https://lnkd.in/gNvBh7iR
Join us on October 9th at ThriveOn King for an insightful conversation about managing life’s transitions with Susan Bradley and #PDMember, Laura Barry, where we’ll explore ways to expand your perspective and tools for your own life experience. Women in Transition: Change, Choices, and Transformation 11:30am Doors open for in-person registrants 12:00pm Program Start 1:00pm Close Register today: https://lnkd.in/egHUhdsU Please click here to take the pre-event survey that will help guide the discussion for this program: https://lnkd.in/gvWSctBJ . . . #followtherings #professionaldimensions #pdwomen #pdlunchseries Greater Milwaukee Foundation
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Meet Eric Bernstein Aa a member of our Investment Team, his focus is helping clients achieve their unique financial goals through strategic investment solutions. “I get to speak with founders, entrepreneurs, or innovators, across sectors, across industries, where I get to learn about and understand interesting investment ideas and help the client come to a portfolio allocation decision.” When he's not helping clients, you'll find Eric enjoying the great outdoors with his family, playing pickleball, or hiking with his dog. #MeetTheTeam #WealthManagement #InvestmentTeam #WeAreWealthspire
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Open Enrollment is just around the corner! Join Kevin Smith, CFP? and Ari Parker, co-founder of Chapter, for this informative and exciting webinar. Can't make the scheduled time? Register anyways and we will send you the recording! #OpenEnrollment #Medicare
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We’re proud to sponsor the SER Summit for Latins in FinServ — an inspiring event by Latin@s for Latin@s! This annual summit brings together professionals to share innovative ideas, uplift each other, and navigate the unique challenges in their career journeys. Our industry thrives when we share knowledge, support, and experiences with one another. Learn more: https://bit.ly/3zIXqt2 #SERLatinAdvisorSummit #CommunitySupport #LatinxLeadership
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Financial Services Industry and Consulting veteran focused on Wealth, Asset Management, Capital Markets and Banking. Deep industry expertise in Technology Modernization, Strategy, Operations Transformation.
4 周Michael LaMena I remember that day well as we were working together at Morgan Stanley. While I was in Chicago and you in Midtown NY, if I recall correctly, you and a fellow colleague selflessly went towards the tragedy to see if there was any help you could provide. It spoke volumes about your character and I think about you and that day every year around this time. Hope you are well.