Wealthspire Advisors is a fiduciary wealth management firm founded in 1995, managing over $29.4 billion in assets as of March 31, 2025. With a team of more than 370 professionals, the firm offers comprehensive financial planning and investment management services tailored to a diverse clientele, including individuals, families, executives, attorneys, business owners, and charitable organizations. Their approach emphasizes personalized strategies, collaborative service teams, and proactive communication to address clients’ unique financial goals and life transitions. Wealthspire’s services encompass cash flow planning, estate and tax strategies, charitable giving, and customized investment portfolios, all supported by centralized departments that enhance client experience through optimized reporting and research . As a subsidiary of NFP, an Aon company, Wealthspire maintains an independent business model, free from proprietary products or sales incentives, ensuring that client interests remain paramount