Wealthspire Advisors

Top 10! 🏆

We're thrilled to announce that our Maryland team has been recognized as one of the Best Companies to Work for in Maryland! 🎉 Check out the full list at the link in bio!

This weekend, our Bay Area team had the privilege of supporting as they released a rehabilitated sea lion back into the wild after months of care.

Moments like these remind us of the importance of protecting our planet’s incredible wildlife. Wealthspire is proud to have been a long-time supporter of The Marine Mammal Center and their critical work in marine conservation. 🌊💙

Will we see you at this week?

We’re excited about the insightful discussions ahead, including our very own Mike LaMena taking the stage for the "Lessons from Seasoned Acquirers" panel on Thursday where he’ll discuss how to prepare your firm for a successful transaction.

🎉 A huge congratulations to our incredible CMO, Angela, for being named CMO of the Year at the ! 🏆

Her visionary leadership and unwavering commitment to our mission have been key to our success. We couldn’t be prouder to have her leading the charge and inspiring us all every day. Join us in sharing just how proud we are in the comments!

Celebrate all of the winners at the link in our bio!

Congratulations to Dylan, Rachel, Allaire, Catherine, Briara, and Trent on their recent promotions! This is a testament to their hard work and the positive impact they've made on our team and clients. Please join us in congratulating them and wishing them continued success!

Mark your calendars for September 17th! 📆 Join Chief Market Strategist, Chris Maxey, CAIA, and Charles Schwab's Washington Insider, Mike Townsend, for an entertaining and informative discussion on the intersection between policy, politics, the economy, and the markets.

Register at the link in bio!

Busy that day? No problem—register now, and we'll send you the recording after the event.

🏌️‍♂️ Wealthspire Advisors knows that managing life on and off the course isn’t always a straight shot. That’s why we’re teaming up with , the 2024 champ and a top-ranked golfer on the .

We’re here to help athletes navigate their financial fairways to achieve their goals and aspirations. ⛳️

Finishing 17th on the FedEx Cup rankings in his rookie season is nothing short of exemplary and we can’t wait to see what 2025 brings! And stay tuned, as he’s also joining us on our Great Aspirations podcast to share more on his inspiring journey.

Learn more at the link in bio.

Our Labor Day To-Do List:
✅ Turn on OOO
✅ Enjoy time with friends and family
✅ Soak up those last summer vibes
✅ Relax and unwind

What did you do over the long weekend?

Did you know Elliott Bay Marina has hosted the Downtown Sailing Series for 20 years? We’re proud to have sponsored this Seattle summer tradition!

Today on Women’s Equality Day, we’re reflecting on the progress made and the work still ahead in our industry. While women represent 35% of employees in the finance and insurance sectors, they account for 54% of entry-level positions in financial services.*

These numbers highlight both the opportunities and challenges women face in our field. We’re committed to creating pathways for growth, ensuring that women can thrive and lead at every level of our organization.

Let’s continue to push for equity, support one another, and build a future where gender equality isn’t just a statistic—it’s the standard.

*link in bio

We were proud to sponsor golf tournament earlier this week! ⛳

Seeing the trophy ceremony at our station was definitely a highlight! 🏆✨

RSUs: A tech and healthcare favorite, offering equity as a form of compensation. Dive into our latest blog to clear up 6 common misconceptions. Check out our latest blog post for the full breakdown! 🔗Link in bio

🌞 midwest summers 🌞

Our Milwaukee team spent the evening at the Pewaukee Lake to soak in as much summer sun as they can!

Today is National Financial Awareness Day—a perfect time to reflect on the financial habits we pass down through generations. Financial literacy is not just for adults; it's essential for kids too! We’re committed to empowering families with the tools they need to build lasting financial knowledge.

🎥 Check out our video on teaching financial literacy to kids and fostering good money habits across generations. Link in bio!

Smooth Sailing ⛴️

Our Delafield and Milwaukee teams spent a fantastic evening cruising the Edelweiss River, soaking in the incredible views and connecting with one another.

Our Melville, NY office started off the summer with a new activity for their annual Wellness Program, resulting in a big win for two teams! 💪

We value holding our colleagues accountable when it comes to practicing wellness – pushing ourselves to be healthier both mentally and physically means we can continue to better serve our clients and each other.

🚨 New Blog 🚨

Greta Panke reflects on her 8-week internship in our latest blog!

Here's a sneak peek:
✨ Participated in client meetings, contributing valuable insights
✨ Worked on projects in Tamarac and CRM, showcasing her analytical skills
✨ Experienced the power of Wealthspire's collaborative and inclusive culture
✨ Engaged in community service with Habitat for Humanity, embodying our mission of giving back

Read more about Greta's summer with us and her incredible growth in her full blog post at the link in our bio!

🦆 if you ask our Madison team, a day at the "duck pond" is their favorite kind of day ⚾

🧀 who else is ready for football season? 🏈

We took to the stands at Lambeau Field to enjoy a day watching training camp and attending the Packer's Owners Meeting!

Big Brothers Big Sisters of Dane County serve 500 children each year in the greater Madison/Dane County area. Over the weekend, our Madison team sponsored the Dream BIG Gala in continued support of their mission 🌟

Each year on , we are reminded of a pivotal moment in our history as a nation. While we celebrate the beginning of freedom for many Americans, we also understand the work that still must be done to achieve true equality in our world. In honor of this holiday, consider supporting Black-owned businesses in your local community. Learn more here: https://www.buyblack.org/

Celebrating all the incredible dads out there who share their strength, wisdom, and knowledge with us every day. Happy !💙

Happy ! Let us take these words to heart today and every day, always living our lives in appreciation of the diversity that makes our world so much brighter.🌈✨

Looking to learn more? Check out some LGBTQ+ resources for business and the workplace here: https://guides.loc.gov/lgbtq-business/introduction

Today we honor those who have lost their lives in service to our nation. On this , may we remember the many sacrifices made by all those who serve - thank you!

Happy Mother's Day to all the incredible moms who truly make our world go 'round! We appreciate you every day.💙🌼🌟

We're excited to share the news that we've entered a definitive agreement to acquire Walden Wealth Partners, a registered investment advisor firm in the Cleveland, OH area! A very warm welcome to co-founders Karin Maloney Stifler and Sarah Hannibal, and to the entire Walden team. Learn more by reading the press release here:

Wealthspire Advisors to Acquire Ohio-Based Walden Wealth Partners Wealthspire Advisors today announced that it has entered a definitive agreement to acquire Walden Wealth Partners in Ohio. Learn more here.

Today, as we celebrate the 5th anniversary of the combination that brought us together as Wealthspire Advisors, we look back with appreciation for all that we’ve achieved together and look forward with hope and excitement about our future. Here’s to lasting partnerships that helps us continue to better the lives of those we serve!🎊

Happy to all of our amazing and dedicated admins! You truly make our world go 'round✨