Facts at a Glance Our Services

• Over $12 Billion in AUM* • Integrated cash flow and financial planning
• 150+ highly-credentialed associates • Accumulation planning for high earners
• Fee-only fiduciary • Income and distribution planning for retirees
• Independent advice and platform that • Coordinator of financial affairs
minimizes conflict • Tax, gift and estate planning
• No proprietary products, no “kickbacks”, no • Charitable giving
loads, only institutional pricing
• Risk management
• High-net worth families, institutions, and
• Online investment reporting and aggregation
retirement plans
• Mortgages and asset-based lending
• Client portfolios range from $1 Million to $150
Million • Investment Management
• Strategic asset allocators
• Customized portfolio construction
• Expertise with alternative investments when
appropriate
• Ability to operate Non-Discretionary investment
management agreements

We are Committed To Our Clients

AND WE HAVE A CLIENT RETENTION RATE OF 98%+. WHY?

• Client retention is our most important firm metric.

• We provide proactive communication and a high level of service.
• Regular meetings, calls, and processes that result in additional client communication.
• We are involved with most clients beyond just their investable assets.

*As of 9/30/20. +Based on assets 12-months trailing as of 9/30/20.

Wealthspire Advisors LLC is a registered investment adviser and subsidiary company of NFP Corp. © 2021 Wealthspire Advisors