About Wealthspire Advisors
Reviews for Wealthspire Advisors
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Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 5PM
Saturday: ClosedSunday: Closed
Wealthspire Advisors is an independent registered investment advisor with over 20 locations nationwide. As fiduciary advisors, they focus on connecting all aspects of a client’s financial life to create thoughtful and collaborative strategies that enhance finances and meet aspirations. Clients have praised the firm's commitment, noting the diligence and responsiveness of their advisors in implementing effective strategies. One client highlighted a remarkable growth in their investments, appreciating the support received throughout the years. Others have expressed gratitude for the quick pivots made during challenging times, making stressful situations easier. With a reputation for steady guidance during market turbulence and solid financial advice, Wealthspire Advisors has earned trust and recommendations from clients for their wealth management and financial planning services.
As medical professionals, my mother and I are pretty much uninformed when it comes to financial matters. My mother had been contemplating retirement for years and Covid finally prompted her to get more serious about setting an end date. We didn’t know where to start, but thankfully we found Chris Jennings and he has been wonderful.
Despite years of responsible saving, the idea of living without a salary was daunting to her. Chris helped us understand how to invest her money, how much she can afford to spend, what accounts and amounts to take the money from, and when she should claim social security. After just a few meetings, we have more clarity than...read full review
Chris has invested his time and energy getting to know our family and our financial goals. He has been diligent and responsive in setting up and implementing different strategies over the past few years. His insight has been extremely valuable and I highly recommend working with him.
Just received an “Account Overview" and the balance is $861,318.77!!! That's more than double my orignal investment of $400,000 in 2015!! And this is after withdrawing the better part of $200K over the past several years. It would be over $1M if I’d been able to leave it alone – a sum I never ever ever thought I’d ever have. Never even imagined it in my wildest dreams. Simply amazing. Thank you so much.