Nfp’S Wealthspire Advisors To Acquire California-Based Wealth
11/25/21, 3:13 PM
Acquisition adds $2.7 billion in assets, expands Wealthspire’s national presence with West Coast offices in key markets
Company Info
Company info
Wealthspire Advisors is an independent registered investment advisor with 14 offices in 8 states throughout the Northeast, Mid-Atlantic, and Midwest. We are fiduciary advisors who value connecting all parts of a client’s financial life to deliver thoughtful, collaborative strategies that optimize their finances and fulfill their aspirations. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients gain confidence in their financial futures. For more information on Wealthspire Advisors, please visit http://www.wealthspire.com.