FIRM PROFILE
Wealthspire
Wealthspire offers personalized financial planning and investment management, supported by specialists across its advisory businesses. Its services address executive compensation, life transitions, business succession, estate planning and charitable giving.
Financial planningInvestment managementExecutive compensationLife transitionsBusiness sale and successionEstate planningCharitable giving
8linked professional records
8researched profiles
6listed office cities
THE PEOPLE CONNECTED TO THIS FIRM
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Explore a listed citySeattle, Washington2Melville, New York1Milwaukee, Wisconsin1Red Bank, New Jersey1San Rafael, California1West Hartford, Connecticut1
| Professional | Firm & role | Office | Focus | Shortlist |
|---|---|---|---|---|
 | WealthspireManaging Director, Bay Area Office Lead | San RafaelCalifornia | Business owners | |
 | WealthspireVice President | SeattleWashington | Financial planning | |
 | WealthspireManaging Director, Advisor | MelvilleNew York | Private markets | |
 | WealthspireManaging Director | Red BankNew Jersey | Business owners | |
 | WealthspireSenior Vice President | SeattleWashington | Financial education | |
 | WealthspireManaging Director | MilwaukeeWisconsin | Life transitions | |
 | WealthspireSenior Vice President | West HartfordConnecticut | Retirement planning | |
 | WealthspireSenior Vice President | Office not confirmedNot recorded | Wealth accumulation |
Search index refreshed September 20, 2026. This is not a verification date for historical records.
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