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We had a great Wealthspire Advisors West Region mid year retreat. It was inspiring to collaborate with colleagues, reinforce our culture, and celebrate our successes. Thank you Culture Keen, Angela Giombetti, Justin Hult, CFA, Kelly Keydel, CFP, MBA, CDFA, Carolyn Jerome, Channing Olson, Sarah Wotherspoon, MS, CFP®, CDFA®, Suzanne Williamson, Greg Friedman for helping to make this event so successful.
✍📈 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
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
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
Attending RIA Edge West today? Be sure to catch Wealthspire's own Michael LaMena on the 'Revealing the Hidden Strategies of Top-Growing Firms' panel. Don't miss this opportunity to hear valuable insights from industry leaders! Wealth Management EDGE
Thrilled to be attending and speaking at RIA Edge West next week. I'll be joining a discussion panel, "Revealing the Hidden Strategies of Top-Growing Firms," where we’ll take a closer look at the key strategies that truly set firms apart. I’m looking forward to exchanging ideas with John Wernz, Brad Boekestein, and David DeVoe as we explore what it means to not only grow but to lead with purpose and innovation. Wealthspire Advisors Wealth Management EDGE #RIAGrowth
Join Laura Barry, CFP®, CeFT® as she meets with Susan Bradley to discuss Women in Transition. Don't miss this incredible event tomorrow at 12pm Central. This is a free virtual event. Register: https://lnkd.in/gNvBh7iR
Join us on October 9th at ThriveOn King for an insightful conversation about managing life’s transitions with Susan Bradley and #PDMember, Laura Barry, where we’ll explore ways to expand your perspective and tools for your own life experience. Women in Transition: Change, Choices, and Transformation 11:30am Doors open for in-person registrants 12:00pm Program Start 1:00pm Close Register today: https://lnkd.in/egHUhdsU Please click here to take the pre-event survey that will help guide the discussion for this program: https://lnkd.in/gvWSctBJ . . . #followtherings #professionaldimensions #pdwomen #pdlunchseries Greater Milwaukee Foundation
Meet Eric Bernstein As 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
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
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