Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are charged for investment advisory services, but the specific rates are not provided in a structured table. Wealthspire also offers financial planning services. Certain employees may serve as trustees for clients' trusts, subject to a separate fee. They may recommend clients roll over retirement plan assets into an IRA, which would then be subject to their advisory fee.
Areas of Practice
Advisor Information
Office location
29 South Main Street, Suite 300, West Hartford, CT, 06107
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Amy is a director for the Connecticut Women's Council and Horizons at Ethel Walker School, and also involved with the Estate and Business Planning Council of Hartford. These roles involve strategic direction, fundraising, and serving as an ambassador, taking minimal time.