We are thrilled to welcome our newest team members to our Melville and Boca Raton offices! Alexandria Nichols is a Senior Advisor Associate based in our Boca Raton, FL office driven by a passion to serve and educate clients through in-depth financial reporting. She aims to embody professionalism and efficiency in all she does and is excited to engage in our collaborative environment. Shannon Thieke is an Advisor Associate and recent Boston College graduate based in our Melville, NY office. Shannon loves bringing her problem-solving skills and enthusiasm to her everyday role, helping to prepare comprehensive financial reports and processing client account inquiries. John Green is a Data Operations Associate based in our Melville, NY office, working closely with the investment, technology, and advisory teams to ensure business operations run smoothly. John drives innovation to keep our office and service teams operating at the highest level. Madison Khazzam, CPA is a Senior Family Office Accountant working out of our Melville, NY office and serving clients by managing their requests and maintaining financial records. Her care for her work extends beyond the office, as she is deeply involved in the Long Island Chapter of the Financial Women’s Association (FWA). Madison O'Reilly is our Melville, NY team’s Office Coordinator and serves as the primary point of contact for visitors and staff. She is passionate about leveraging her role to meet and exceed our clients’ expectations, all the while supporting Wealthspire’s vibrant team. #NewHires #WelcomeToWealthspire
About us
Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 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
-
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
-
Powerful stories like Stephanie's remind us of the profound impact financial planning can have on families, especially those facing unique challenges. Such experiences underscore the importance of having access to knowledgeable advisors who understand the specific needs of individuals and families with disabilities. Follow along with Stephanie as she shares monthly videos, each highlighting a different consideration for those with special needs.
Growing up in a low-income family with 10 siblings, money was always a challenging topic. When I was in first grade, my brother had a car accident that resulted in a severe traumatic brain injury, a life-altering moment for our family. This experience revealed a significant gap in financial planning for individuals and families dealing with disabilities. Had we had access to a trusted advisor, our journey might have been a bit easier. This realization inspired me to become a financial advisor dedicated to supporting families with special needs. I'm excited to announce a new video series designed to expand your knowledge of financial options for those with disabilities or family members with special needs. In this initial 6-part series, I will address the most frequently asked questions and provide a foundation of knowledge to help you navigate these unique challenges. Stay Tuned for insights that can make a difference. Let’s work together to create a more secure financial future for our loved ones. #NationalDisabilityIndependenceDay #SpecialNeedsPlanning #CHSNC #DisabilityAwareness
-
Wealthspire Advisors reposted this
Wealthspire Advisors understands that spending time with clients OUTSIDE of the office can be as important as spending time with them INSIDE the office. What a fun day at the Packers Owner's Meeting. Thanks for doing all of the driving, Bradley Williams. #Financialplanning #womenininvestments
-
-
Happy #NationalInternDay! This year, we’re celebrating 28 talented interns who joined us from locations throughout the country. During the past 8 weeks, they’ve attended client meetings, learned from colleagues in each of our departments, and gained a true understanding of what working at Wealthspire is like. We are immensely proud of all the work they’ve done and are looking forward to their future successes. #WeAreWealthspire #WealthspireInterns2024 #InternshipProgram Alex Milley Anthony Pipitone Connor Davis Erdi Braimllari Evan Lam Federica Sagebien Gabriella Marzano Greta Panke Hannah McLauchlin Hayden Bitz Jaime Alvarez Jenna Wolfe Joseph Bueti Kaylie Measels Keely Ford Lily Smith Meghan Vecchione Michael Benedetto Michael Gonzalez-Sanchez Patrick Sullivan Ryan deLeon Ryan Wrynn Scott Balas Sierra Hoageson Santino Garone Stefan Gudjohnsen Walter Gumersell Massimo Posillico
-
-
-
-
-
+7
-
-
Don't forget to register for our upcoming webinar this Thursday! Michael Moriarty, Chris Maxey, CAIA, and Dmitriy Katsnelson will cover important economic data, a review of recent market occurrences, and highlights of key items we're monitoring. Secure your spot 👇
Join senior leaders of our Investment Team for the next "Macro & Markets" webinar on Thursday, July 25th at 4:00pm ET / 1:00pm PT! Learn more and register here: https://lnkd.in/eDMaKBVN #investments #macro #markets #webinar
This content isn’t available here
Access this content and more in the LinkedIn app
-
We are excited to welcome Blake Barr, CFP® to our Seattle team! 🎉 Blake sat down with Mike Sbrocco, our West Region lead, to discuss why Wealthspire is the perfect fit for his next career chapter. 🔗Watch the full interview: https://lnkd.in/gbDj-5Dg #WelcomeToWealthspire #NewHires #SeattleFinancialAdvisor
A Conversation with Mike Sbrocco and Blake Barr
https://vimeo.com/
-
Wealthspire Advisors reposted this
Reflecting back on our West Region retreat and family weekend on the Northern California Coast, it is a great reminder how the love and support from our families contribute to our Wealthspire Advisors collective success!
-
-
Our Melville, NY team had the pleasure of joining Worth Media Group in the Hamptons to celebrate the launch of the latest issue of Worth Magazine, featuring the Millennial Mindset Report. During the event, Charles D. Scarallo, CPA, CFP®, took to the stage to share his valuable insights on working with #millennial clients and the emerging trends in wealth management tailored to their unique mindset.
-
-
Check out the latest edition of Markets in 2 Minutes! 📽 Emily Platt, CFP® of the Investment Team examines the potential impact of the upcoming election on financial markets, exploring historical market performance under different government configurations and reminding us of the importance of economic fundamentals over political outcomes. Watch the full video here: https://lnkd.in/e_FEyGZY #Marketsin2Minutes #election #markets #investing
-
Wealthspire Advisors reposted this
Thanks again to Tom Dickson having me back next week with Financial Experts Network to talk about all things Qualified Small Business Stock (QSBS) / Section 1202! It is a tax code section that is both fascinating - to us nerds - and powerful in the right situations. It has also come under the spotlight and been more relevant circa 2010 on. Join me on 7/25 @ 1PM EST to talk through why that is the case and most importantly how it can help you as business owner, investor, or advisor helping clients. Some other things we will cover: ✅ The historical context and purpose behind Section 1202’s enactment from the 1990s and why it has become more relevant today. ✅ The magnitude of the potential tax exclusion upon the sale of QSBS. ✅ The corporate and investor requirements that must be met per Section 1202 for sales of QSBS to qualify. ✅ Common investor issues/questions that arise with Section 1202, including holding periods, company acquisitions and reorganizations, and stock redemptions. ✅ Tax planning opportunities to maximize QSBS tax exclusion including “stacking” and “packing”. Registration link in the comments: