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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Wealthspire

We are an independent RIA working to fulfill the financial aspirations of our clients.

08/21/2026

This summer, CONNECT brought colleagues together in New York, D.C., Chicago, and Long Beach, creating opportunities to build relationships across Wealthspire.

As we continue becoming one firm, these events gave colleagues the chance to spend meaningful time together, meet new teammates, and strengthen connections across the business.

08/18/2026

We’re closing out this year’s Financial Foundations series tomorrow with Credit & Debit 101: Build Credit with Confidence!

Join Melissa Restivo and Tierney Henderson for a practical conversation about how credit works, building a strong credit score, using credit responsibly, and creating healthy financial habits for the future.

There’s still time to register. Visit the link in our story to join us!

08/13/2026

Congratulations to Pietro Messina and Zach Gering on being named to the 2026 Forbes | SHOOK Best-In-State Next-Gen Wealth Advisors list.

This year’s list recognizes more than 2,100 advisors across the country who are helping shape the future of wealth management. We’re excited to see Pietro and Zach recognized among this group.

View the full list: https://www.forbes.com/lists/best-in-state-next-gen-advisors/

08/12/2026

Our New York team recently spent an afternoon giving back with New York Cares, helping create a cleaner and more welcoming space for the local community.

Over the course of the project, volunteers painted 10 benches and railings, planted more than 60 plants across three tree pits, and cleared away weeds and debris. Thank you to everyone who rolled up their sleeves and to New York Cares for the opportunity to spend time together while caring for the community we call home.

08/11/2026

Through ASPIRE by Wealthspire, we’re grateful for opportunities to support the communities we’re part of. Wealthspire was pleased to sponsor the Greg Gard Invitational, with Justin Goldstein representing our team.

08/10/2026

Ready to feel more confident about credit?

Join us August 19 for Credit & Debit 101: Build Credit with Confidence, the final session of our Rising Gen Financial Foundations series. Melissa Restivo and Tierney Henderson will cover the basics of credit and debit, responsible credit card use, and simple habits for building strong credit over time.

August 19 | 4 p.m. ET / 1 p.m. PT

Register at the link in bio.

08/07/2026

How we spend can say a lot about what matters most to us.

In this clip from our Financial Foundations series by RisingGen, Julie Penwell shares how values-based spending can help bring more intention to everyday financial decisions.

Watch the full Goals-Based Savings: Budgeting for the Future session to hear more: https://pages.wealthspire.com/goals-based-savings-budgeting-future

08/05/2026

Our Wealthspire CONNECT series came to a close in Long Beach, California, bringing colleagues together for one final gathering after a summer of events across the country.

For many, Connect was a chance to meet teammates from across our business in person for the first time and get to know the people behind the names and faces we see every day. It’s been special to see those new connections take shape as we continue becoming one Wealthspire.

08/04/2026

Last week, our Melville office celebrated National Intern Day with a gelato cart for our interns!

It's been a joy having this year's intern class as part of the Wealthspire team, and we're grateful for the enthusiasm and fresh perspectives they've brought throughout the summer.

08/03/2026

Every internship has moments that don't make it onto a résumé but shape the experience just the same. Those are often the memories that stay with you long after the summer ends. We asked a few of our interns to share their favorite memory so far.

Address

521 Fifth Avenue, 15th Floor
New York, NY
10175

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.wealthspire.com/

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