Wealthspire

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

07/17/2026

Most people think of budgeting as something that limits what you can do. In reality, a good budget can give you more freedom to spend with intention and make progress toward the goals that matter most.

Join Julie and Ben Sullivan for our next Financial Foundations session, Goals-Based Saving: Budgeting for the Future on Wednesday, July 22nd.

Register Here: https://wealthspire.zoom.us/webinar/register/WN_rfdhdCMuTbW4igCQAMH9Gw

Earlier this spring, Amanda Campbell hosted a group of attorneys at Old Westminster Winery for an afternoon together.It ...
07/16/2026

Earlier this spring, Amanda Campbell hosted a group of attorneys at Old Westminster Winery for an afternoon together.

It was wonderful to reconnect with familiar faces, welcome new connections, and enjoy time away from the day-to-day. Thank you to everyone who joined us. We can't wait for the next gathering!

07/15/2026

The smallest details often make the biggest difference.

Behind every lap is an incredible amount of preparation. Watching the team work up close is a reminder that great outcomes are often built on the things most people never see.

It's a perspective that resonates far beyond the track.

This weekend, we'll be cheering on Robert Wickens and the DXDT Racing team as they head to the Chevrolet Grand Prix at C...
07/10/2026

This weekend, we'll be cheering on Robert Wickens and the DXDT Racing team as they head to the Chevrolet Grand Prix at Canadian Tire Motorsport Park.

After the team's transporter was destroyed in a fire earlier this season, along with Robert's custom hand control system, DXDT Racing was forced to miss the IMSA WeatherTech SportsCar Championship weekend at Laguna Seca. Following an incredible effort to rebuild the bespoke controls, Robert is back behind the wheel for the first time since the fire, returning at his home event.

Robert's determination continues to inspire us, and we're proud to support him and the entire DXDT Racing team. Wishing everyone a successful weekend in Canada.

07/10/2026

Retirement planning looks different for everyone, but many women face unique challenges along the way. Factors like career breaks for caregiving, the gender pay gap, and longer life expectancies can make building retirement savings more difficult over time.

That's why Women's Retirement Security Day (July 14, 2026) is an important reminder that it's never too early to start planning.

We asked Paige Thompson, Jill Shea, and Susan Johnson what they think every woman should know about retirement planning. Their advice comes back to one common theme: start early, save consistently, and don't underestimate the impact of the steps you take today.

A great evening celebrating the people helping shape the future of wealth management.It was an honor to join colleagues ...
07/09/2026

A great evening celebrating the people helping shape the future of wealth management.

It was an honor to join colleagues and peers at the InvestmentNews Awards and celebrate the talent, leadership, and innovation across our industry. Congratulations to all of this year's finalists and award recipients, and thank you to InvestmentNews for bringing everyone together for such a special evening.

What does it take to build an enduring advisory firm in today's evolving wealth management landscape?In his conversation...
07/08/2026

What does it take to build an enduring advisory firm in today's evolving wealth management landscape?

In his conversation on Barron's The Way Forward podcast, Wealthspire CEO Michael LaMena shares his perspective on leadership, growth, the role of AI, and why the human side of advice will always matter.

We pulled out four moments that resonated with us. Listen to the full episode, Wealthspire's Mike LaMena: Unlocking Premium RIA Valuations. https://www.barrons.com/podcasts/barrons-advisor/wealthspires-mike-lamena-unlocking-premium-ria-valuations/cb219147-2453-4ae4-a996-3f323aab6fd5?page=1&

Celebrating a great evening in San Francisco!We were honored to attend the San Francisco Business Times Best Places to W...
07/07/2026

Celebrating a great evening in San Francisco!

We were honored to attend the San Francisco Business Times Best Places to Work awards, where Wealthspire was recognized as one of this year's Best Places to Work.

Congratulations to everyone across Wealthspire who helps create a workplace where people feel supported, valued, and empowered to do their best work. Thank you to Karolina, Jacob, Joe, and Marla for representing our team at the celebration.

We're grateful for this recognition and for the people who make it possible every day.

See all of the honorees: https://www.bizjournals.com/sanfrancisco/best-places-to-work -Honorees

Recently, the Wealthspire team joined thousands of HR and benefits professionals at SHRM26 in Orlando for one of the ind...
07/06/2026

Recently, the Wealthspire team joined thousands of HR and benefits professionals at SHRM26 in Orlando for one of the industry's premier events.

It was a great opportunity to connect with leaders from across the country and have meaningful conversations about the evolving needs of employers and their employees. Thank you to everyone who stopped by to connect with us.

A special thank you to Cameron Flatt, Nikolas Adams, and Kelly Pelino for representing Wealthspire throughout the conference.

Every year, this weekend enables us to slow down and enjoy the traditions that bring communities together, whether that'...
07/04/2026

Every year, this weekend enables us to slow down and enjoy the traditions that bring communities together, whether that's a neighborhood cookout, a local parade, or fireworks at the end of the day.

We hope this holiday offers time to connect with the people who matter most. Wishing you a safe and happy Independence Day!

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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

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