Wealthspire Advisors was formed through the 2019 merger of Sontag Advisory and Bronfman Rothschild, which had previously acquired Sage Financial Group. The company operates as a national registered investment advisor (RIA) built on a collaborative, fiduciary model. Its mission is to empower clients to achieve their financial aspirations by providing personalized, goals-based financial planning, investment management, and wealth management services that cover aspects like tax, estate, and retirement planning.

Founded in

United States