Wealthspire Advisors

Tough conversations with clients are inevitable, but they don’t have to be damaging. In fact, they can be opportunities to strengthen trust and clarity. In a recent Forbes article, Aviva Pinto, CDFA, CDS shared her approach: “Clarify with the client what the issue is and what outcome they are seeking.” By addressing concerns head-on and aligning on solutions, financial advisors can turn difficult discussions into productive, trust-building moments. Aviva’s insights reflect Wealthspire’s commitment to transparency, education, and client-first solutions. Read the full article here: https://lnkd.in/eXdXVCvm #WealthManagement #ClientTrust

Our Advisory Technology, Data Operations, and Integration teams spent valuable time together in Austin, Texas this week, collaborating and strategizing. They’ve been hard at work preparing for impactful technology updates!

Estate administration can be complex, and beneficiaries often have questions about probate, inheritance timelines, and what to expect along the way. In The Beneficiary’s Guide to Estate Administration, Eric Dostal J.D. CFP® breaks down key stages of the process, explains the difference between probate and non-probate assets, and provides practical insights to help beneficiaries make informed decisions. Understanding your role as a beneficiary can bring clarity and confidence to an otherwise overwhelming process. Read the full guide here: https://lnkd.in/e4h6f_vV #EstatePlanning #WealthManagement #FinancialEducation

On our #GreatAspirations podcast, we were reminded of the power of bold aspirations and the dedication required to achieve them. One inspiring story shared was about Matthieu Pavon's trip to the Masters, where a mother buried a coin, making a wish to return in ten years with her son. Fifteen years later, they achieved that dream together—a testament to the incredible blend of vision and hard work. Let’s embrace aspirations, no matter how distant they may seem. With unwavering commitment and a willingness to put in the effort, dreams can become reality. Listen to the full episode: https://lnkd.in/ebx_tK6K #PGAgolf #RoadToTheMasters

This Black History Month, we want to highlight the incredible work of BLX Internship Program—a program designed for aspiring Black and Latinx financial planners. As a 501(c)(3) organization, BLX is dedicated to fostering pathways for Black and Latinx individuals to enter the profession while providing financial planning firms with access to a diverse range of skilled professionals. Learn more about their mission and how you can get involved: https://lnkd.in/gESzujwz #BlackHistoryMonth #DiversityInFinance #FinancialPlanning #BLX #InclusionMatters

Philanthropy has always been at the heart of who we are, and today we’re proud to announce the launch of ASPIRE by Wealthspire Advisors, a national, community-focused initiative dedicated to education, advocacy, partnership, and sponsorship. Through this platform, we’re amplifying our charitable giving efforts, supporting financial literacy, championing meaningful causes, and strengthening our partnerships with organizations that are making a difference. In just the past year, we’ve contributed to over 40 local and national charities, raising nearly $500,000 to help drive lasting change. Learn more about our commitment to giving back: https://lnkd.in/gxWcY46g #WealthspireGives #ASPIREbyWealthspireAdvisors #CommunityImpact 

We’re excited to share that our CMO, Angela Giombetti, recently guest-starred alongside Jason Gordo on the #MarketingMatchup podcast hosted by Joe Anthony, President of Gregory FCA! With a focus on strengthening organic growth pathways, Angela’s strategic vision and leadership have been pivotal in shaping Wealthspire’s marketing strategy. Her ability to lead teams and drive initiatives forward exemplifies our commitment to sustainable growth and excellence in the industry. Check out the episode below!

In the February edition of #MarketsIn2Minutes, Connor Darrell, CFA from the Investment Team talks through the market and economic impacts of some of the Trump Administration’s key policy initiatives and highlights the things investors should be watching most closely. 📽️View the full video here: https://lnkd.in/e6JZB9SJ

As tax season approaches, understanding the complexities of trust taxation is crucial. In our latest blog, Rich Yam breaks down key aspects of how trusts are taxed, who is responsible for filings, and how trust income taxes are managed. Topics covered include: 🔹 Which trusts are subject to income taxes 🔸 The difference between simple and complex trusts 🔹 Grantor trusts and their tax implications 🔸 Filing requirements and the 65-day rule 🔹 How trust income tax rates compare to individual rates Get the details here: https://lnkd.in/dQvfW_t #Trusts #WealthManagement #TaxSeason

"The passion I started with at 15 still drives me forward today." Meet Julie Penwell, CFP®, a financial advisor in our Seattle office. Julie’s journey into wealth management began in a high school financial algebra class, where she discovered the power of finances to shape a secure and independent life. From balancing two jobs to save for college to pursuing her passion for helping others, Julie’s dedication to her clients is clear. Whether simplifying complex financial questions or providing a judgment-free space for young professionals and seasoned executives alike, she’s here to inspire confidence in every financial journey. #AdvisorSpotlight #FinancialPlanning #WeAreWealthspire