Wealth Management, Finance & Investing Blog

After joining Wealthspire Advisors roughly a year ago from the world of private banking, Mike Santo, Managing Director, noticed a common theme in portfolio discussions: many clients don’t feel like they have a firm grasp on their overall asset allocation. Similarly, Mike Bueti, CFP®, AVP, Advisor, who transitioned into an advisory role after years of working in portfolio management and reporting, brings firsthand knowledge of how data complexity can stand in the way of clarity. His experience u

As a BigLaw partner, the demands of client work often leave little time for your own personal financial planning, so it’s not uncommon to feel underprepared when it comes to retirement. The good news is, we can help. Just as your clients rely on your expertise to make critical decisions, you can rely on us to guide your own retirement planning. Through our experience working with many BigLaw partners preparing for or currently in retirement, here are six key areas to consider. Clarify Your Idea

When your Restricted Stock Units (RSUs) vest, you’ve already earned the money. Now it’s time to think strategically about managing risk, not proving loyalty. For many professionals, that moment can feel like a vote of confidence, and it’s tempting to treat those shares as something to hold onto. But for most people, the smarter default is to sell. RSUs Are Compensation Let’s begin with a mindset shift. RSUs are not a gift, or a bonus; they are a form of compensation, just like a paycheck or a y

Equity compensation can quietly transform your balance sheet, especially if you’ve been at a successful company for a long time. Over the years, RSUs vest, stock options accumulate, ESPPs build, and suddenly, a single company represents a huge percentage of your net worth. For many professionals who are nearing retirement or major life transitions, this raises an uncomfortable question: “Am I too concentrated in company stock and what do I do about it?” Let’s talk through how to assess concentr

Part of aging is accepting that any one of us may face mental or physical health challenges along the way. When a serious diagnosis like Alzheimer’s or Parkinson’s occurs, it can feel overwhelming. For the family, too, this moment is significant. It doesn’t just involve planning for the individual with the diagnosis; it also means needing to protect and inform the entire care system. A well-organized incapacity plan can offer legal protection, clarity, control and emotional steadiness during un

Whether you’re early in your career, raising a family, or preparing for retirement, building a thoughtful budget is one of the most effective ways to gain control over your financial life.

Investing can feel intimidating at first, but it’s one of the most powerful tools for building long-term financial freedom. Whether you’re new to investing or have years of experience, revisiting the fundamentals is always a smart move.

On July 4th, the One Big Beautiful Bill (OBBB) was signed into law. The effects on taxes are wide-ranging, and there has been much commentary on tax brackets, changes to the state and local tax (SALT) deduction, and other aspects of individual taxes. What has been less discussed prior to passage and signing are changes to the deductibility of charitable gifts. Here are the highlights. Charitable gifts can be deductible even if you don’t itemize… to a point Taxpayers who choose not to itemize th

Have you ever wondered if you’re making the most of your money or if you should be doing something differently? You’re not alone. There’s a common misconception that working with a financial advisor is only necessary later in life once you’ve accrued substantial assets, but the reality is that it’s never too early to start securing your financial future. Even small decisions early on can have significant impact on later goals. There are certain milestones and scenarios that can indicate it’s th

Written and compiled by 2025 Summer Marketing Intern Olivia Huntley-Robertson My name is Liv Huntley-Robertson, and I am a rising senior at Chapman University pursuing a degree in Communications. This summer, I had the wonderful opportunity to enter the world of marketing as an intern on the Wealthspire Advisors team. I came into this internship eager to apply what I’ve learned in the classroom, but my experience this summer surpassed anything I could have imagined. From my first day, I could t

All owners leave their business at some point, whether it’s through selling, transferring to the next generation, or other life transitions. Owners also have a choice – plan and prepare for the inevitable transfer to maintain control and enhance outcomes, or neglect to plan and hope for the best. The stakes are high; selling a business is often the most significant financial transaction of a lifetime. Strategies to maximize the value of the business, reduce income taxes on the sale, avoid unfav

Over the past decade, collectible watches have become an increasingly appealing asset class for both enthusiasts and investors. These timepieces offer more than just aesthetic and mechanical beauty; they represent a blend of heritage, craftsmanship, and financial potential. Yet, like all investments, watch collecting comes with its challenges. Market volatility, authenticity, and the ongoing demands of maintenance are at the forefront of concerns. To navigate this space successfully, it’s essen