Wealthspire - TANGO Partner

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Partner Services: Investment Management & Financial Services

Weathspire Advisors serves the investment management needs of endowments, foundations and charitable organizations by drawing on our broad wealth planning and management experience, robust technology platform and research resources. As a fiduciary, our independent investment management approach allows us to act solely in the best interest of your organization to deliver unbiased, objective financial solutions.

As a nonprofit organization, your endowment has a unique mission and is committed to serving the community for years to come. At Wealthspire Advisors, we know how to help our organization with the stewardship of your financial resources. You can rely on the unbiased guidance from our independent
investment management approach, which allows us to act solely in the best interests of your organization to serve as your long term
financial partner.

*Wealthspire Advisors is the common brand and trade name used by Wealthspire Advisors LLC, Private Ocean, LLC, and Private Capital Group, LLC, separate registered investment advisers and subsidiary companies of NFP Corp. ©2022 Wealthspire Advisors.

TANGO Region Served:
Nationwide

Key Services

• Investment Management
• Financial Services

Special Savings for TANGO Members

  • In-depth initial client consultations, free of charge
  • Negotiated, competitive fee arrangements
  • Thorough analysis or development of your organization’s investment charter, policy statement and spending policy, setting the foundation for underlying asset allocation
  • Ongoing investment monitoring against performance standards with detailed reporting capabilities

Value PropositionWealthspire Advisors - TANGO Value Proposition

Click to download and print Wealthspire’s Value Prop.

Membership is complimentary to all Nonprofit organizations thanks to the generosity of our corporate partners.

With over 1,400 nonprofit organizations throughout New England, TANGO has become a powerful community helping nonprofit organizations reach their mission.

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Locations

Connecticut

135 South Road
Farmington, CT 06032

877-708-2646

Rhode Island

600 Putnam Pike
Suite 10A
Greenville, RI 02828

401-588-2570

Marlborough, MA

5 Mount Royal Avenue
Suite 210
Marlborough, MA 01752

508-481-0028

Longmeadow, MA

734 Longmeadow Street
Suite 300 Box #10
Longmeadow, MA 01106

800-388-9771

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