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Wealthspire
Purpose
While the name "Wealthspire Advisors" is relatively new, its history and its roots in serving clients run deep. As a result of acquisitions and integrations over the last three years, we have more than doubled in size and expanded our services immensely to better serve clients. Today, the firm has 290+ employees in 19 offices nationwide across its entities. We're proud fiduciaries who put clients' and employees' interests first. We invest in our staff through training, continuing education, and regular meetings to learn and share best practices. We embrace diversity, equity, inclusion, and belonging, and are proud of the work that we have done in this area, but also know how much work must still be done. We tirelessly seek improvement through feedback and transparent, honest conversations. We take pride in supporting local and national non-profit causes. We believe in a culture of accountability where everyone shares responsibility for creating a great work environment for each other.
Mission
Wealthspire Advisors is one of the largest independent registered investment advisors in the country, with 19 offices throughout the Northeast, Mid-Atlantic, Midwest, and West Coast across its entities. Our firm is made up of advisors who are bound to act in clients' best interests and value connecting all parts of a client's financial life to deliver thoughtful, collaborative strategies that optimize their finances and fulfill their aspirations. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients gain confidence in their financial futures.
Values
- Inspire
- We value our people and invest in our team.
Headquarters
New York, NY
Employees
304 US Employees
Industry
Financial Advisors