Wealthspire 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. Our independent investment management approach allows us to act solely in the best interest of your organization to deliver unbiased, objective investment management solutions.
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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.