Wealthspire Advisors extends a warm welcome to the StratWealth team and their clients! More information and contact information can be found here.
New York, January 11, 2020 – Wealthspire Advisors, an NFP company and independent investment adviser, today announced the official rebrand of StratWealth as Wealthspire Advisors. Wealthspire closed on the acquisition of StratWealth, an award-winning wealth management firm serving families and retirement plans on November 13, 2020.
“StratWealth has a fantastic culture of client service and talented advisors that fit well with Wealthspire,” said Wealthspire CEO Mike LaMena. “Integrating them with our deep investment platform, robust technology and back office support structure enhances value for StratWealth’s clients. We are excited to welcome StratWealth’s accomplished team and expand our presence in the Mid-Atlantic market, and we look forward to continuing to expand our wealth management platform through a combination with top quality firms throughout the United States.”
Wealthspire Advisors currently oversees approximately $12.5 billion in AUM across 14 offices in 8 states. The acquisition expands the firms presence in the Mid-Atlantic, where it now has offices in Fulton, Annapolis, Salisbury, and Potomac, Md., as well as, Reston, Va., and Philadelphia, Pa.
StratWealth serves more than 900 families with assets of approximately $1.5 billion in Fulton, Md., Annapolis, and Salisbury. In addition, the firm services over 100 business retirement plans that became part of NFP’s retirement business, bringing expanded support and services to those plans.
“Being part of Wealthspire is a game changer for both StratWealth’s clients and our associates,” said James DeCarlo, CEO of StratWealth. “We are pleased to fully integrate with Wealthspire and be part of a dynamic, growing firm with broader services and a national presence. We’ll still have the same close-knit company culture and commitment to serving our clients, just with a much deeper talent base supporting us.”
About Wealthspire Advisors
Wealthspire Advisors is an independent registered investment advisor with 14 offices in 8 states throughout the East Coast and Midwest. We are fiduciary advisors who value connecting all parts of a clients’ financial life and deliver thoughtful, collaborative strategies that optimize their finances and fulfill their aspirations. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients gain confidence in their financial futures. For more information on Wealthspire Advisors, please visit www.wealthspire.com.
NFP is a leading insurance broker and consultant providing specialized property and casualty, corporate benefits, retirement and individual solutions through its licensed subsidiaries and affiliates. NFP enables client success through the expertise of over 5,700 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors, and financial institutions. NFP is the 5th largest benefits broker by global revenue, 6th largest US-based privately owned broker, and 8th best place to work in insurance (Business Insurance); 10th largest property and casualty agency (Insurance Journal); and 12th largest global insurance broker (Best’s Review).
Visit NFP.com to discover how NFP empowers clients to meet their goals.
Wealthspire Advisors is the common brand and trade name used by Wealthspire Advisors LLC and Strategic Wealth Management Group, LLC, separate registered investment advisers and subsidiary companies of NFP Corp.
OUR OFFICE LOCATIONS
8170 Maple Lawn Blvd
Fulton, MD 20759
1405 Wesley Drive
Salisbury, MD 21801
900 Bestgate Road
Annapolis, MD 21401