Newsroom

We're proud to recognize the 2025 recipients of The Wealthspire CFP® Certification Diversity Scholarship - Sherice Forde, Amani Kayat, Whitney McDonald, and Alexandra Whitcher.

NEW YORK — December 18, 2025 — Wealthspire, a leading wealth management, retirement and endowment advisory, and business management firm, today announced the formation and expansion of Wealthspire Institutional. The newly organized division represents a core pillar of the broader Wealthspire organization, which was launched last month following the integration of Wealthspire Advisors, Fiducient Advisors, Newport Private Wealth, Wealthspire Retirement Advisory, and Ground Control Business Manage

We're pleased to share our 2025 U.S. Retirement Trend Report. You can access the report here.

New York, NY – December 9, 2025 – Wealthspire announces the appointment of its executive leadership team to guide the firm’s next phase of integration and growth. In addition to previously announced appointments of Mike LaMena as chief executive officer and Carl Nelson as president, Wealthspire has named: Mike Goss, Chief Revenue Officer (CRO): Mike will be serving in a dual role as both the CRO and the president of Wealthspire Institutional, which includes Wealthspire Retirement Advisory. As