WEALTHSPIRE ADVISORS

Wealthspire Advisors Names Executive to Lead Family Office Initiative

Retrieved on: 
Monday, March 7, 2022
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Wealthspire Advisors, an NFP company and independent investment adviser, announced today that Heather Flanagan has been named managing director and head of Family Office Services.

Key Points: 
  • Wealthspire Advisors, an NFP company and independent investment adviser, announced today that Heather Flanagan has been named managing director and head of Family Office Services.
  • In this role, Flanagan will oversee the firms enhanced family office service platform, as well as the firms trust and estate services.
  • Were thrilled to welcome Heather to our executive team, said Eric Sontag, president and chief operating officer of Wealthspire.
  • Flanagan joins Wealthspire from Rockefeller Capital Management where she was managing director and head of trust fiduciary and family office services.

NFP’s Lenox Wealth Advisors to Integrate with Wealthspire Advisors

Retrieved on: 
Monday, January 24, 2022
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Wealthspire Advisors, in partnership with parent company NFP, announced the integration of Lenox Wealth Advisors (LWA) into Wealthspires national independent investment advisory platform.

Key Points: 
  • Wealthspire Advisors, in partnership with parent company NFP, announced the integration of Lenox Wealth Advisors (LWA) into Wealthspires national independent investment advisory platform.
  • By combining firms under the NFP umbrella, LWA and Wealthspire create significant advantages that benefit both our clients and our people, said Wealthspire CEO Mike LaMena.
  • Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients gain confidence in their financial futures.
  • Wealthspire Advisors LLC is a registered investment adviser and subsidiary company of NFP Corp.
    View source version on businesswire.com: https://www.businesswire.com/news/home/20220123005102/en/

Wealthspire Advisors to Acquire California-based Wealth Management Firm, Private Ocean

Retrieved on: 
Monday, November 22, 2021
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Wealthspire Advisors, an NFP company and independent investment adviser, today announced a significant step in expanding its national RIA business by signing a definitive agreement to acquire Private Ocean, LLC, a leading fiduciary wealth management firm with $2.7 billion in assets.

Key Points: 
  • Wealthspire Advisors, an NFP company and independent investment adviser, today announced a significant step in expanding its national RIA business by signing a definitive agreement to acquire Private Ocean, LLC, a leading fiduciary wealth management firm with $2.7 billion in assets.
  • Founded in 2009, Private Ocean is the combination of two of the oldest privately-held wealth management firms in the San Francisco Bay Area Salient Wealth Management and Friedman & Associates.
  • The Asset & Wealth Management Investment Banking Group of Raymond James served as financial advisor and Wilmer Cutler Pickering Hale and Dorr LLP served as legal counsel to Private Ocean.
  • Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients gain confidence in their financial futures.

Wealthspire Advisors to Acquire Private Capital Group

Retrieved on: 
Tuesday, October 5, 2021
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Wealthspire Advisors, an NFP company and independent investment adviser, today announced the signing of a definitive agreement to acquire Private Capital Group, LLC, a leading wealth management firm based in West Hartford, CT, offering comprehensive wealth management and retirement planning services.

Key Points: 
  • Wealthspire Advisors, an NFP company and independent investment adviser, today announced the signing of a definitive agreement to acquire Private Capital Group, LLC, a leading wealth management firm based in West Hartford, CT, offering comprehensive wealth management and retirement planning services.
  • Private Capital Group has a talented team providing clients with comprehensive financial planning, robust wealth management solutions, and passionate client service, said Wealthspire CEO Mike LaMena.
  • Founded in 2003, Private Capital Group currently manages assets totaling approximately $1.0 billion.
  • Being part of Wealthspire will bring additional value to our clients and expand opportunities for our dedicated associates, said Ben Kille, Founder and Managing Member of Private Capital Group.

Wealthspire Advisors Named to Barron’s 2021 Top 100 RIA Firms List

Retrieved on: 
Monday, September 20, 2021
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Wealthspire Advisors, an NFP company and independent investment advisor based in New York, NY, has been named to Barrons Top 100 RIA Firms List, which recognizes top firms across the nation.

Key Points: 
  • Wealthspire Advisors, an NFP company and independent investment advisor based in New York, NY, has been named to Barrons Top 100 RIA Firms List, which recognizes top firms across the nation.
  • Barrons independently ranks the top 100 RIA firms based on three primary criteria: assets, revenue, and quality of practice.
  • Wealthspire Advisors commitment to excellence and ensuring that our clients aspirations come first is part of what has secured our spot on the Barrons Top RIA Firms list in 2021, said Mike LaMena, Chief Executive Officer of Wealthspire Advisors.
  • The full list, as well as information about Barrons selection methodology, can be accessed on the Barrons site at barrons.com .