Wealthspire Advisors is an independent RIA firm that offers personalized, fiduciary financial planning and investment management to high-net-worth individuals, families, and institutions. Formed in 2019 through the merger of Sontag Advisory and Stratos Wealth Advisors, the company operates as a subsidiary of NFP, a leading insurance broker and consultant. Their mission is to bring clarity and confidence to their clients' financial lives through a collaborative, planning-led approach that integrates investment management, tax and estate planning, and risk management.

Founded in

United States