Wealthspire

Wealthspire Advisors is an independent advisor committed to serving clients in a fiduciary capacity and currently oversee more than $25 billion in Assets Under Management.* Our team has decades of experience partnering with Endowments and Foundations to help you invest with a long-term approach that focuses on a disciplined strategy, optimal portfolio construction, and performance reporting that helps further your organization’s mission.

At the heart of your organization is its purpose. We have the experience and capability to establish, clarify and incorporate an investment strategy that aligns with your organization’s mission. Our firm specializes in small and mid-size Endowments and Foundations that have modest in-house resources and a need for minimizing operational costs. We aim to simplify your organization by helping establish key objectives, long-term growth, and capital preservation needs.

Wealthspire Advisors LLC and its subsidiaries are separately registered investment advisers and subsidiary companies of NFP, an Aon company.

Wealthspire Advisors and TANGO have entered into an agreement pursuant to which Wealthspire Advisors pays an annual fee and TANGO promotes Wealthspire Advisors as a preferred service provider for TANGO Members. TANGO is not a current client of Wealthspire Advisors. The compensation paid by Wealthspire Advisors creates an incentive for TANGO to recommend Wealthspire Advisors, which creates a material conflict of interest.

©2024 Wealthspire Advisors.

*As of 12.31.2023

TANGO Region Served:
Nationwide

Value Proposition​

Click to download and print Wealthspire’s Value Prop.