Financial Advisors
New York, NY
Wealthspire is a comprehensive wealth management firm headquartered in New York City that serves high-net-worth individuals, business owners, financial and legal professionals, and multi-generational families. Their services include integrated financial planning, tax-efficient strategies, succession planning, estate and legacy planning, philanthropic giving strategies, and family office accounting. With a team of CFP-certified advisors and specialized professionals, Wealthspire provides personalized guidance through major life transitions such as business sales, career changes, inheritance, and divorce.
Ideal for: High-net-worth individuals, Business owners, Financial and legal professionals, Multi-generational families, Those experiencing major life transitions
Service area: New York City and surrounding areas
Specialized Advisor Team: Team includes multiple CFP-certified advisors, CPAs, and attorneys with expertise in complex wealth situations, family office accounting, and succession planning for business owners.
Comprehensive Integrated Services: Offers coordinated financial planning, tax strategies, estate planning, and family office accounting under one roof, eliminating the need for multiple advisors.
Life Transition Expertise: Specializes in guiding clients through major transitions like business sales, inheritance, divorce, and career changes with tax-efficient strategies tailored to each situation.
Address: 521 5th Ave 15th Floor, New York, NY 10175
Phone: (800) 994-3766
Website: wealthspire.com
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