In the October edition of our #MarketsIn2Minutes series, Connor Darrell, CFA of the Investment Team lays out why investors shouldn’t allow political preferences to influence portfolio management decisions. 📽⏱ Watch the full video: https://bit.ly/4dRK6Rl
About us
Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 23 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.
- Website
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http://www.wealthspire.com
External link for Wealthspire Advisors
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- New York, NY
- Type
- Privately Held
Locations
Employees at Wealthspire Advisors
Updates
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Wealthspire Advisors reposted this
I’m excited to share the next installment in my series designed to help families navigate the complexities of planning for a loved one with a disability. In this video, I focus on key topics to consider when your loved one reaches school age, such as: ✅ Public vs. private school options ✅ Understanding Individualized Education Programs (#IEPs) ✅ Resources available at your school to support your child's unique needs This information is crucial for making informed decisions about your child’s education and future. #SpecialNeedsPlanning #InclusiveEducation #DisabilitySupport #FamilyPlanning Wealthspire Advisors
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Wealthspire Advisors reposted this
🤩 Such a special day spent #volunteering with 8th graders at Junior Achievement of South Florida Finance Park -- JA World is really something to see! 👏 Thank you to the amazing Aon team for including your Wealthspire Advisors and NFP, an Aon company colleagues in this unique experience! #teamwork #WeAreWealthspire #finance #growth #community
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🏆 We are thrilled to be recognized on the 2024 Forbes Top RIA Firms list for the third consecutive year! 🎉 This achievement is a testament to the hard work and dedication of our incredible team, whose commitment has made this honor possible. We also want to thank our clients for trusting us as their partners on their financial journeys. Your confidence in us drives everything we do! #ForbesTopRIA #WeAreWealthspire
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We invite you to join senior leaders from our Investment Team—Michael Moriarty, Chris Maxey, CAIA, and Dmitriy Katsnelson—for an insightful virtual discussion on the markets. They'll cover critical economic data, recent market developments, and key trends we're closely monitoring. 🗓 October 24th 🕓 4 PM ET | 3 PM CT | 1 PM PT Not able to make it to the live webinar? Register anyways to receive the recording following the event. #WealthManagement #InvestmentInsights #MarketAnalysis #Webinar
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✍📈 In our newest quarterly commentary, the Investment Team reviews market trends that occurred in Q3 and provides an outlook on what's ahead. Read more below. https://lnkd.in/eDDZKfSz
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Wealthspire Advisors reposted this
Today, on #WorldMentalHealthDay, I want to take a moment to reflect on the importance of mental well-being—not just as a company, but as a community of individuals who care for one another. In today’s world, stress, anxiety, and uncertainty can sometimes feel like they’re ever-present. But we are not alone. Whether you're a colleague, a client, or a loved one, we all face challenges that can test our resolve. And the strength of our community is not just in how we work together, but in how we show up for each other—how we support and lift one another when times get tough. At Wealthspire Advisors, we are committed to creating an environment where talking about mental health is encouraged, not stigmatized. Where seeking help is seen as a strength, not a weakness. Because we all deserve to feel supported, and that begins with kindness, compassion, and understanding. #MentalHealthMatters #BreakTheStigma
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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