Wealthspire Advisors

We're proud to have Margaret Iamunno speak at the Barron's Team Conference, where she shared how we’re building more than just careers—we’re creating an environment where professionals thrive. By aligning our structure, systems, and culture, we’ve created a foundation that leads to deeper engagement, clearer paths, and stronger outcomes for our clients. Because when team members operate in their highest-value spaces, everyone wins. #ClientService #TeamExcellence #WealthManagement #LeadershipInAction

A few weeks ago, the Milwaukee Art Museum bloomed into a vibrant celebration of creativity during its annual Art in Bloom event. 🌸 As a sponsor of this year’s festivities, we supported the transformation of museum galleries into stunning displays of floral design, each arrangement inspired by a work of art. A highlight of the weekend? Hosting Benefactor-level guests each morning with early access to the galleries. We also loved seeing the community come together for new after-hours experiences like the wine tasting and Bloom Bash. Art in Bloom 2025 reminded us how powerful partnerships can be in supporting culture and creativity. We’re honored to help Milwaukee’s art scene flourish. 🌼 #ArtInBloom #ArtInSpired #CommunityMatters #ArtsAndCulture #MilwaukeeEvents

We're proud to partner with Special Education Legal Fund for a meaningful webinar on special needs planning. Moderated by Wealthspire’s Michael Delgass, the panel will explore how parents can effectively plan for children with special needs—covering education, legal, and financial considerations. Register using the link below to join us on May 14th! #SpecialNeedsPlanning #FamilyPlanning #FinancialWellness Richard Yam Heather Flanagan

Today and every day, we’re grateful for the administrative professionals who keep our firm running smoothly. From managing the details that make a big difference to supporting our teams and clients with care and efficiency, your work doesn’t go unnoticed. Thank you for all that you do. We appreciate you! #AdministrativeProfessionalsDay #WeAreWealthspire

Today and every day, we’re grateful for the administrative professionals who keep our firm running smoothly. From managing the details that make a big difference to supporting our teams and clients with care and efficiency, your work doesn’t go unnoticed. Thank you for all that you do. We appreciate you! #AdministrativeProfessionalsDay #WeAreWealthspire

The college admissions and financial aid landscape continues to evolve. Are you and your student prepared? Join Wealthspire Advisors and national college search expert Cozette (Cozy) Wittman from College Inside Track for a timely and informative webinar designed to help families make confident, informed decisions about the college process. Register below!

🌍 This Earth Day, we’re celebrating the ways our teams give back to the planet. Whether it’s cleaning up local parks, planting trees, or supporting environmental nonprofits, our employees have shown up throughout the past year to make a difference in their communities. We’re proud to work alongside people who care deeply about the world around them and take action to protect it. 💚 #WeAreWealthspire #EnvironmentalStewardship #TeamImpact

Incredible insights from our own Aviva Pinto, CDFA, CDS, at #GBWS25! Her guidance on navigating divorce with financial clarity and confidence is a testament to the impact thoughtful advising can have during life’s most challenging transitions. Grateful to see her leading such an important conversation alongside Nicole Valentine.

We are thrilled to announce that our CMO, Angela Giombetti, will be speaking at the FA Magazine Invest in Women conference tomorrow Angela will be sharing her insights on the "Marketing Comes of Age" panel, moderated by Joseph Anthony. She will be joined by panelists Alex House, Terra McBride, and Michelle Winkles. This is a fantastic opportunity to hear from leading voices in the industry as they discuss the evolving landscape of marketing and its impact on wealth management. #InvestInWomen #WealthspireAdvisors #MarketingLeadership #WealthManagement #FAConference

Did you know that your art collection could significantly impact your #EstatePlan? Whether you’re a passionate collector or a working artist, it’s important to treat art like the valuable asset it is. In his latest blog, Rich Yam explores key tax and estate planning strategies for artists and art collectors, especially with major changes to the federal estate tax exemption coming in 2026. Read the article: https://lnkd.in/egE9UZ7b #EstatePlanning #ArtCollectors #ArtInSpired