Wealthspire

This Thanksgiving, we’re reflecting on the trust our clients place in us and the dedication of our teams. Every day, we’re inspired by the people we work with and the meaningful connections that shape our journey. As we gather with family, friends, and colleagues, we hope your holiday brings moments of warmth and joy. Thank you for being part of our community and allowing us to do work we truly care about. #WeAreWealthspire

John Wolff’s tree farm was more than a business. It was his pride and joy, a dream he built to grow beautiful evergreens and to share lessons of hard work, family, and the joy of creating something meaningful. He loved the land, the changing seasons, and seeing families, especially little ones, walking the rows, laughing and choosing their special tree. Though John is no longer with us, the farm continues to reflect his spirit. It remains a place for connection and the beauty of nature. This year’s crop is especially stunning, a reminder of the care and passion he poured into everything he did. For those who wish to honor John’s legacy, the John Wolff Legacy Fund at the Community Foundation for Loudoun and Northern Fauquier Counties continues to support organizations that lift up neighbors in need, reflecting the generosity he lived every day. https://lnkd.in/gfJTj-uA #CommunityImpact #LegacyOfGiving #WeAreWealthspire

How much can time and consistency really impact your investments? Bryan Stretton explains the power of compounding interest and why starting early and staying consistent can make a meaningful difference in your financial journey. Even small, regular contributions today can grow into something significant over time. Watch the video to see compounding in action and learn how to put it to work for your goals. #WealthManagement #FinancialPlanning #InvestingWisely #CompoundingInterest

The West Hartford team had a great time competing in the Junior Achievement Stock Market Challenge. Amy Miller, Ben Snediker, Camila Bentos, and Greta Panke joined an energized room filled with hundreds of high school students and JA sponsors, all stepping into a simulated trading floor for a fast-paced look at how markets move. It was inspiring to watch students dive into investing concepts. We’re proud to support Junior Achievement of Southwest New England as a corporate sponsor. Their work to bring financial literacy to students of every age continues to make a meaningful impact across our community. #FinancialLiteracy #CommunityEngagement #InvestingEducation

Richard Yam’s new article explores how a grantor CLAT can be a meaningful option for those experiencing an unusually high-income year and looking to support charitable goals in a more strategic way. He walks through how this structure creates an upfront income tax deduction, provides steady support to the charities you choose, and may leave room for future wealth to pass to the next generation. If you’re thinking about how to balance giving with long-term planning, check out the full article: https://lnkd.in/g94bHQ8n #WealthPlanning #CharitableGiving

Chris Maxey, CAIA joined Adena Baichan of Markets Group at the Private Wealth U.S. Fall Retreat to discuss why 2026 could bring positive surprises for investors. While headlines are full of caution, Chris shared insights on AI, Fed policy, and the broader market environment, highlighting the difference between prevailing sentiment and underlying fundamentals. Watch the video below. #WealthManagement #MarketInsights #AI #FinancialPlanning

In this month's edition of Markets in 2 Minutes, Connor Darrell, CFA from the Wealthspire Investment Team discusses the outlook for interest rates and why the consensus view on rates is creeping a bit higher. He also provides an early look at GDP forecasts for 2026 as we move closer to the new year. https://lnkd.in/gt9hahFg #MarketInsights

At the University of Notre Dame’s 2025 Wealth Management Symposium, our CEO, Michael LaMena, brought a grounded and heartfelt perspective to the conversation about where our industry is headed. He reminded the room that at its core this is a human business. Even as AI and new technology expand what’s possible, the real strength of this profession comes from the relationships we build and the trust we earn. Mike also shared his belief that we’re in a bull market for advice, with meaningful opportunities ahead for those who lead with care. It was inspiring to see the audience lean into that message, and we’re grateful to Notre Dame for creating a space where these conversations can flourish. #WealthManagement #LeadershipInFinance #HumanCenteredAdvising

Congratulations to Deana C. of Wealthspire Retirement Advisory on being elected President of the RetirementAdvisorCouncil for 2027–2028. Her peers’ confidence in her leadership shines through in this well-deserved recognition. We look forward to supporting Deana as she steps into this role and continues to make a meaningful impact across the retirement advisory community.

In episode 9 of Business Owner Bootcamp, host Michael Delgass sits down with transition expert Elizabeth Parsons of Zelinka Parsons to unpack the emotional and psychological dimensions of selling a business. Their discussion highlights why identity and life structure are often intertwined with entrepreneurship and explores practical ways owners can prepare for life after a sale. It’s an insightful look at what it takes to navigate transition and build a future that feels both intentional and fulfilling. Watch the full episode and explore more from the Business Owner Bootcamp series: https://lnkd.in/gNUNurPn