Wealthspire Advisors

As we continue highlighting the incredible team members recognized in our inaugural inSPIRE Awards, today we’re featuring two individuals whose dedication and expertise make a lasting impact: ✨ Karolina Chernyak, FPQP®, AAMS®, Client Service – Karolina’s leadership and commitment to client service set her apart. She consistently looks for ways to enhance client experiences, streamline processes, and build strong relationships. ✨ Sarah Emhardt, Client Operations – Sarah’s attention to detail and problem-solving mindset make her an invaluable resource. Her proactive approach and deep industry knowledge help drive efficiency and exceptional results. Please join us in congratulating Karolina and Sarah! Stay tuned as we continue to highlight more inSPIRE Award winners. #WeAreWealthspire #inSPIREAwards #TeamExcellence

We’re honored to support such an inspiring group of women! Congratulations to the BRAVA Women to Watch Class of 2025—your achievements and dedication are truly remarkable. #WomenToWatch #EmpoweringWomen

The 60/40 portfolio has faced its share of headlines questioning its relevance in today’s market. But history tells a different story. While stock-bond correlations have fluctuated over time, particularly in periods of rising interest rates, the core benefits of diversification, balance, and resilience remain. Rather than abandoning the strategy, investors may benefit from refining it to align with long-term goals. Our recent blog explores why the 60/40 portfolio continues to be a valuable tool in navigating market uncertainty. 📖 Read more: https://lnkd.in/eGEAGCiT #Investing #PortfolioStrategy #MarketInsights

Today, we celebrate the incredible women who drive progress in finance and beyond. At Wealthspire, we are proud to empower women and foster an environment where every voice is valued. While progress has been made, there’s still work to be done. This International Women’s Day, we recommit to breaking barriers, creating opportunities, and supporting the next generation of women in our industry. To all the women shaping the future—thank you. 💜 #InternationalWomensDay #IWD2025 #WomenInFinance

"I've always embraced change. It's a part of who I am." For Blake Barr, this philosophy has shaped not only his personal journey but also his approach to financial advising. After moving 30 times by the age of 25, Blake’s path led him to discover his true calling: helping people and their families through financial planning. “Financial planning isn't just about investments or markets. It's about connecting with people, helping them overcome their anxieties about money, and making decisions that can change their lives.” #FinancialPlanning #AdvisorSpotlight #WeAreWealthspire

At Wealthspire, our people are at the core of everything we do. We are grateful for this incredible team — not just today, but every day. Thank you for your commitment to excellence and for making Wealthspire a place where people and ideas thrive.

Great insights coming out of the 2025 Alliance Summit! Michael LaMena joined a panel to share his perspective alongside other industry leaders. The conversations around sustainable growth, strategic decision-making, and leadership were incredibly valuable. Looking forward to another impactful event next time! #Leadership #Growth #AllianceSummit

Estate administration is complex, and for many Executors, the burden can be overwhelming. While attorneys and accountants provide legal and tax guidance, there is often a gap when it comes to coordinating financial strategies, preserving wealth, and ensuring a seamless transition of assets. Eric Dostal J.D. CFP® explains why trusted financial partners are essential in easing the process, preserving estate value, optimizing tax efficiency, and reducing stress. Read more: https://lnkd.in/eZ74HgTZ

We’re excited to formally announce our inSPIRE Awards program, a new initiative celebrating the extraordinary contributions of our non-advisory team members. Launched last fall and building on the success of last year’s Rising Stars program, these awards recognize individuals who embody our core values and drive meaningful impact through innovation, process improvements, and dedication. To kick things off, we’re thrilled to spotlight two of our inaugural winners: ✨ Megan John, CFP®, Client Service – Megan is known for her positive attitude and dedication to client service. Her ability to handle complex situations with professionalism and care make a lasting impact on both clients and colleagues. ✨ Rachel Clore, Client Service – Rachel’s strong work ethic and attention to detail help elevate the client experience. She brings a proactive mindset to every challenge, always looking for ways to improve processes and support her team. Join us in congratulating Megan and Rachel for their outstanding contributions! Stay tuned as we highlight more inSPIRE Award winners throughout the month. #WeAreWealthspire #inSPIREAwards #TeamExcellence

Just over a month since our Advisor Summit, and we’re still reflecting on the energy, insights, and connections that made it such a meaningful experience. The conversations didn’t stop when the summit ended. They continue to shape how we grow as a team and serve our clients every day. Take a look back at some of the highlights! #WeAreWealthspire #AdvisorSummit #WealthManagement