Wealthspire

At the Invest In Women conference, we spent time with Karin Maloney Stifler and Madeline Rowe, CFP® to hear their perspective on a simple but powerful question: why is it important to uplift other women in the workplace? Their answers reflect what WE by Wealthspire is all about. Progress doesn’t happen in isolation. It’s built through shared experiences and creating space for others to grow and lead. We are proud to support conversations like these as a sponsor of the conference, and to see leaders like Karin and Madeline on stage and in action.

We’re proud to share that Michael Bueti, CFP® has been named a winner of Connect Money's NextGen Wealth Management Awards. The recognition highlights the impact he continues to make with clients and across the firm. Read more: https://lnkd.in/dsyDE84N

In an intimate setting in Chicago, 43 women gathered for an evening of candid dialogue around wealth, shaped as much by personal experience as it was by perspective and shared insight. The Salon Series, hosted by The Wealth Catalyst, is designed to create exactly this kind of space, where the conversation can move beyond the expected and into what truly matters. Topics unfolded naturally, from navigating complexity to defining priorities, with a level of openness that’s rare and deeply valuable. We’re grateful to Syama Bunten for continuing to bring these rooms together, and proud to support a platform that prioritizes connection in such a meaningful way. Christine Jordan and Jenna Friedman represented our team for the evening, contributing to a dialogue that will no doubt continue well beyond the room. #WEbyWealthspire #WeAreWealthspire Fiducient Advisors

For many law firm partners, buying an $8M+ home is less about the property and more about how the decision fits into the broader balance sheet. In this article on home purchase liquidity engineering for law firm partners, Eric Dostal J.D. CFP® explores what sits beneath a purchase of that size. Irregular income, concentrated portfolios, and tax exposure all converge at once, which makes the structure behind the purchase just as important as the home itself. Read the article: https://lnkd.in/d_Mmjcmt

Being recognized on a list like this reflects the strength of our firm and the relationships we’ve built over time. We’re proud to share that Wealthspire has been named to USA TODAY’s Best Financial Advisory Firms list. This recognition considers firm growth alongside feedback from clients and industry peers. Thank you to our clients for the trust you place in us, and to our team for the care and commitment you bring to your work every day. See the full list: https://lnkd.in/dpDgknRi #WeAreWealthspire

Beginning the day with insights from Gayle King is not something many people get to experience, but Melissa Peters, Kate Pizzi, and Tracey Flynn did just that at this year's Women’s Leadership Conference in Springfield, MA. From engaging breakout sessions to meaningful conversations with fellow leaders, the day was full of inspiration and new ideas. Fiducient was proud to sponsor this event and support a space where leadership and connection could thrive. #WEbyWealthspire

John Kovacs was featured in The Daily Upside, sharing perspective on how advisors can work with families to better support athlete clients. When income is highly visible and careers can shift quickly, planning often extends beyond the individual. It becomes a conversation that includes parents, guidance, and a clear framework for decision making. Read the article below.

There are moments that stay with you, and this past weekend in Long Beach was one of them. Seeing the Wealthspire car out on the track alongside DXDT Racing brought a real sense of pride to our team. What stood out just as much was the spirit behind it all, from the focus and preparation to the relationships that make it possible. #WeAreWealthspire

Martha Staniford, advisor, has been named #10 on the AdvisorHub 50 Women to Watch list, a reflection of the thoughtful leadership behind her practice and the meaningful impact she continues to have on clients and colleagues alike. Congratulations, Martha, on this well-earned honor. #WeAreWealthspire https://lnkd.in/gKVhVWJq

In this month’s Markets in Two Minutes, Connor Darrell, CFA from the Wealthspire Investment Team discusses the selloff across software that has captured headlines in recent months. He then zooms out and walks through the earnings growth story that is a far more significant force for markets going forward. https://lnkd.in/eWF3UCbk To hear more from our Investment Team, join the Macro & Markets call at 4pm ET / 1pm PT: https://lnkd.in/enm2dPzd #MarketInsights