Meet Eric Bernstein Aa a member of our Investment Team, his focus is helping clients achieve their unique financial goals through strategic investment solutions. “I get to speak with founders, entrepreneurs, or innovators, across sectors, across industries, where I get to learn about and understand interesting investment ideas and help the client come to a portfolio allocation decision.” When he's not helping clients, you'll find Eric enjoying the great outdoors with his family, playing pickleball, or hiking with his dog. #MeetTheTeam #WealthManagement #InvestmentTeam #WeAreWealthspire
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
-
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
-
Open Enrollment is just around the corner! Join Kevin Smith, CFP® and Ari Parker, co-founder of Chapter, for this informative and exciting webinar. Can't make the scheduled time? Register anyways and we will send you the recording! #OpenEnrollment #Medicare
This content isn’t available here
Access this content and more in the LinkedIn app
-
We’re proud to sponsor the SER Summit for Latins in FinServ — an inspiring event by Latin@s for Latin@s! This annual summit brings together professionals to share innovative ideas, uplift each other, and navigate the unique challenges in their career journeys. Our industry thrives when we share knowledge, support, and experiences with one another. Learn more: https://bit.ly/3zIXqt2 #SERLatinAdvisorSummit #CommunitySupport #LatinxLeadership
-
Wealthspire Advisors reposted this
Thank you to CAIA Association and CFA Society Washington, DC for a wonderful conference! Special thanks to Steven Novakovic, CAIA, CFA for bringing our panel together at the start of the day and driving home the need for education, watchful eyes and care in the realm of private and alternative investments.
Kicking off the day at #AltsDC with “The Evolving LP” Markets Group CAIA Association - How LPs are adapting, staying nimble, considering the impact of geopolitics, the pandemic, reinforcing the importance of risk management, and valuations. - Exploring why taxes and operational efficiencies and AI must be considered. - Discussing how the breadth of vehicles and democratization of access to alternatives must be proceeded with client education and suitability. Stay tuned, the day has just started. Thanks to the superb panel and moderator. Kristina Koutrakos Robert Mileff, CAIA Chris Maxey, CAIA Ivan Zelenko Steven Novakovic, CAIA, CFA #alternativeinvestments #fiduciary #insights
-
🎙️Wealthspire Advisors is thrilled to announce the launch of the Sage Advice podcast, hosted by Brian Loy, CFA, CFP! 🌟 Based out of Reno, Nevada, #SageAdvice will bring you insightful conversations with business owners, entrepreneurs, and executives, all sharing their unique journeys to financial and life success. With decades of experience and a passion for storytelling, Brian is the perfect guide to lead these discussions and shine a spotlight on the #Reno community. 📢The first episode is now available: https://bit.ly/3MZoQ13 #PodcastLaunch #SageAdvicePodcast #RenoSuccess #BusinessGrowth
-
San Rafael based advisor, John F. Thiel, MBA, CFP®, talks through some strategies to consider once you've reached your 401(k) contribution limit. 1️⃣ Build or Replenish Your Emergency Fund 2️⃣ Pay Down Personal Debt 3️⃣ Contribute to a Health Savings Account (#HSA) 4️⃣ Save for Mid-Term Goals 5️⃣ Explore Other Employer-Sponsored Plans 6️⃣ Open a Taxable Brokerage Account 7️⃣ Consider Speculative Investing 8️⃣ Practice Family & Charitable Gifting Read the full article: https://lnkd.in/eb_QgY_F #401k #RetirementSavings #RetirementPlanning #SanRafaelFinancialAdvisor
-
Senior Vice President of Legal & Compliance Karen Smith, JD has always played a pivotal role on the Wealthspire team. Check out her recent feature in Vanguard Law Magazine to learn more about the many ways she enhances compliance standards for our advisors and those across the industry. https://lnkd.in/gkEhDG4T
Karen Smith – Wealthspire Advisors - Vanguard Law Magazine
https://www.vanguardlawmag.com
-
We are thrilled to welcome Elizabeth Summers (Liz) to the Wealthspire team as Senior Vice President, Director of Wealth Strategy – Wealth & Tax Planning! 🎉 Liz brings a wealth of knowledge and experience to our firm, having earned her law degree from Washington and Lee University School of Law. With a deep understanding of estate planning, philanthropy, and business succession planning, Liz is well-positioned to provide valuable insights and leadership to our team and clients alike. We’re excited for Liz to contribute her expertise to Wealthspire as we continue to guide our clients toward their financial goals. Welcome to the team, Liz! #WeAreWealthspire
-
We are proud to be long-time sponsors of #Karting4CKG, supporting the Cameron K. Gallagher Foundation and their critical work in teen mental health. This exciting event brings together professional #IMSA drivers and amateurs for a 90-minute endurance race at the Virginia International Raceway in Danville, VA. This year, 14 teams competed, and we’re thrilled to announce that Wealthspire’s own team, led by J. Saunders Wiggins, CFP(R), AIF, a CKG Board Member, along with his son Sam Wiggins, Garret Thomas, and retired Porsche Factory driver David Murry, took home the win! Since its inception, Karting4CKG has raised over $500,000, with $108,000 raised this year alone. We are proud to support this initiative and the impact it’s making for teen mental health. #WeAreWealthspire #TeenMentalHealth #RacingForACause #CKGFoundation