Advisors named to list manage over $6 trillion in client assets
NEW YORK, NY, March 16, 2021 /24-7PressRelease/ — Wealthspire Advisors, an NFP company and independent investment advisor based in New York, today announced that three advisors have been named to the 2021 Forbes Best-In-State Wealth Advisors List. The list, which highlights top performing advisors across the nation, includes Michael Delgass, J.D., managing director in the Westport, Conn., office; John Wolff, CFP®, AIF®, CLU®, ChFC®, managing director in the Reston, Va., office; and Ashley Iddings CIMA®, CPWA®, managing director in the Potomac, Md., office.
Advisors were evaluated for their industry experience, compliance records, revenue produced, and assets under management. In total, the advisors named to the list manage over $6 trillion in client assets.
“Having three Wealthspire advisors on the Forbes list is an honor and a true testament to the talents and efforts of our team across the country,” said Mike LaMena, chief executive officer of Wealthspire Advisors. “Especially during these unusual times, we remain very grateful for the opportunities we have to showcase our dedication to our clients.”
There are no fees or other considerations required of advisors that apply for the Forbes Best-In-State Wealth Advisors List. The full list can be accessed on the Forbes site at forbes.com.
About Wealthspire Advisors
Wealthspire Advisors is an independent registered investment advisor with 14 offices in 8 states throughout the Northeast, Mid-Atlantic, and Midwest. We are fiduciary advisors who value connecting all parts of a clients’ financial life and deliver thoughtful, collaborative strategies that optimize their finances and fulfill their aspirations. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients gain confidence in their financial futures. For more information on Wealthspire Advisors, please visit www.wealthspire.com.
NFP is a leading insurance broker and consultant providing specialized property and casualty, corporate benefits, retirement, and individual solutions through its licensed subsidiaries and affiliates. NFP enables client success through the expertise of over 5,800 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors, and financial institutions. NFP is the 5th largest benefits broker by global revenue, 5th best place to work in insurance and 6th largest US-based privately owned broker (Business Insurance); 9th commercial lines agency by P&C commercial lines revenue and 10th largest property and casualty agency (Insurance Journal); and 12th largest global insurance broker (Best’s Review).
Visit NFP.com to discover how NFP empowers clients to meet their goals.
Wealthspire Advisors LLC is a registered investment adviser and subsidiary company of NFP Corp.
This information should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The commentary provided is for informational purposes only and should not be relied upon for accounting, legal, or tax advice. While the information is deemed reliable, Wealthspire Advisors cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard to the results to be obtained from its use. © 2021 Wealthspire Advisors
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The Center for Fiduciary Studies owns the mark AIF®, which it awards to individuals who successfully complete initial and ongoing accreditation requirements.
The ChFC® and CLU® marks are the property of The American College, which reserves sole rights to their use, and are used by permission.
Investments & Wealth Institute® (the Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst®.” Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
For the original version of this press release, please visit 24-7PressRelease.com here