Great Aspirations Wealthspire Advisors

In this episode, Mike LaMena talks to the "Health and Wealth Sisters," Amanda Campbell, a financial advisor, and Michelle Riley, a Certified Personal Trainer and Nutrition Coach, on how they work together to help women take charge of their lives. 




Wealthspire did not receive direct or indirect compensation from the authors related to the production of this podcast episode.
CERTIFIED DIVORCE FINANCIAL ANALYST® or CDFA® professionals must develop their theoretical and practical understanding and knowledge of the financial aspects of divorce by completing a comprehensive course of study approved by the Institute for Divorce Financial Analysts (IDFA). CDFA® professionals must have two years minimum experience in a financial or legal capacity prior to earning the right to use the CDFA® certification mark.
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.
IMPORTANT DISCLOSURE INFORMATION
Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealthspire cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard its use. Different types of investments involve varying degrees of risk, and it should not be assumed that any investment, investment strategy, or non-investment related or planning services will be profitable, be suitable for your portfolio or individual situation, or prove successful. A copy of Wealthspire’s current written disclosure Brochure discussing our services and fees is available upon request or at www.wealthspire.com.

In this episode, Mike LaMena speaks to Mike Delgass, Wealthspire Managing Director and Advisor, and Christine Lai,  cofounder and Executive Director of Special Education Legal Fund (S.E.L.F.), a nonprofit organization in Connecticut dedicated to leveling the playing field for families in special education by providing information and resources to enable families in need to successfully advocate for their children in special education.  Since 2018, S.E.L.F. has provided over $800,000 in grants for hundreds of families across 60+ school districts in Connecticut and Westchester County, New York. 


Michael Delgass serves as Vice Chair on the S.E.L.F. Board of Directors, and Christine Lai, Executive Director and Co-Founder of S.E.L.F., is a current client of Wealthspire Advisors LLC ("Wealthspire"). Ms. Lai did not receive direct or indirect compensation from Wealthspire for her involvement in the production of this podcast episode. The views and opinions expressed in this podcast may not be representative, see more reviews and disclosures at www.wealthspire.com.IMPORTANT DISCLOSURE INFORMATION
Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealthspire cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard its use. Different types of investments involve varying degrees of risk, and it should not be assumed that any investment, investment strategy, or non-investment related or planning services will be profitable, be suitable for your portfolio or individual situation, or prove successful. A copy of Wealthspire’s current written disclosure Brochure discussing our services and fees is available upon request or at www.wealthspire.com.

In this episode of Great Aspirations, Mike LaMena speaks to Philipp Hecker,  CEO of Bento Engine, an award-winning FinTech platform that combines technology and wealth management advice. 


Wealthspire Advisors ("Wealthspire") has partnered with Bento Engine ("Bento"), an integrated content and technology solution, to generate preapproved and proactive client-specific content. One of Wealthspire's employees is an investor in Bento and serves on its Advisory Council, but Wealthspire and Bento are not affiliated companies. Neither Wealthspire nor Bento received direct or indirect compensation from the other party for their involvement in the production of this podcast episode.


IMPORTANT DISCLOSURE INFORMATION
Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealthspire cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard its use. Different types of investments involve varying degrees of risk, and it should not be assumed that any investment, investment strategy, or non-investment related or planning services will be profitable, be suitable for your portfolio or individual situation, or prove successful. A copy of Wealthspire’s current written disclosure Brochure discussing our services and fees is available upon request or at www.wealthspire.com.

In our second season, we’re highlighting the people behind the innovative ideas and concepts that continue to level up our industry through elevating the client experience. 
Episode 4 features Cobi Blumenfeld-Gantz, the co-Founder and CEO of Chapter, a technology-enabled Medicare and retirement navigation platform. Cobi was driven to create the platform from personal experiences that he encountered when family members were struggling to navigate the complexities of Medicare.

Wealthspire Advisors has partnered with Chapter to offer comprehensive medicare guidance for clients approaching retirement. Chapter's licensed Medicare Advisors work to find healthcare savings and identify comprehensive benefits for Wealthspire clients. Wealthspire and Chapter are not affiliated companies. Neither Wealthspire Advisors nor Chapter received direct or indirect compensation from the other party for their involvement in the production of this podcast episode, and such involvement should not be construed as a current or past endorsement of Chapter by Wealthspire Advisors.


IMPORTANT DISCLOSURE INFORMATION
Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealthspire cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard its use. Different types of investments involve varying degrees of risk, and it should not be assumed that any investment, investment strategy, or non-investment related or planning services will be profitable, be suitable for your portfolio or individual situation, or prove successful. A copy of Wealthspire’s current written disclosure Brochure discussing our services and fees is available upon request or at www.wealthspire.com.

In our second season, we’re highlighting the people behind the innovative ideas and concepts that continue to level up our industry through elevating the client experience. 
Episode 3 features an interview with Trevor Rozier-Byrd, the founder and CEO of Stackwell Capital, Inc., a fintech startup that seeks to eliminate the racial wealth gap by addressing Black underinvestment in America. 



One of Wealthspire Advisors’ employees is an investor in Stackwell Capital, Inc., an affiliate of Stackwell Capital Advisers, LLC, an SEC registered investment adviser, (collectively, "Stackwell"). Stackwell and Wealthspire Advisors are not affiliated companies. Neither Wealthspire Advisors nor Stackwell received direct or indirect compensation from the other party for their involvement in the production of this podcast episode, and such involvement should not be construed as a current or past endorsement of Stackwell by Wealthspire Advisors.
IMPORTANT DISCLOSURE INFORMATION
Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealthspire cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard its use. Different types of investments involve varying degrees of risk, and it should not be assumed that any investment, investment strategy, or non-investment related or planning services will be profitable, be suitable for your portfolio or individual situation, or prove successful. A copy of Wealthspire’s current written disclosure Brochure discussing our services and fees is available upon request or at www.wealthspire.com.

Welcome to Season 2 of Wealthspire Advisor’s podcast, Great Aspirations. This season, we’re highlighting the people behind the innovative ideas and concepts that continue to level up our industry through elevating the client experience. 
Episode 2 features an interview with two leaders at FiComm Partners, an integrated communications agency serving the industry of financial advice. Megan Carpenter is the Founder and CEO and Candice Carlton is the Head of Advisor Education, a Marketing and PR coaching membership.  In this episode, Mike LaMena talks to Megan and Candice about the genesis of their "New Skool" approach and the impact it has had on financial advisors and the RIA industry. 



Wealthspire Advisors is a FiComm client. Neither Wealthspire Advisors nor FiComm received direct or indirect compensation from the other party for their involvement in the production of this podcast episode.
IMPORTANT DISCLOSURE INFORMATION
Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealthspire cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard its use. Different types of investments involve varying degrees of risk, and it should not be assumed that any investment, investment strategy, or non-investment related or planning services will be profitable, be suitable for your portfolio or individual situation, or prove successful. A copy of Wealthspire’s current written disclosure Brochure discussing our services and fees is available upon request or at www.wealthspire.com.