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295 Madison Ave, Ste 5, New York, NY, 10017, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 6:00 p.m. | |
| Tue | 8:00 a.m. to 6:00 p.m. | |
| Wed | 8:00 a.m. to 6:00 p.m. | |
| Thu | 8:00 a.m. to 6:00 p.m. | |
| Fri | 8:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
The Wealthspire team is an outstanding group of financial professionals who provide expert advice and service to their clients. They truly work to achieve their clients’ objectives by listening closely to their goals and tolerance for risk. They do not arbitrarily push proprietary products…..they devise a strategic portfolio based on their client’s financial position and investment time horizon, and communicate closely and expertly on a continuous basis. I highly recommend Wealthspire!
I believe the wellspire has taken me down the right road towards financial Independence.
Superb firm. My husband and I have worked with others and Wealthspire is a cut above. Our team is caring, highly responsive, and top notch. Strongly recommend.
Great place to have a team invest in your future.
The team at Wealthspire has been incredibly supportive and easy to work with. They take the time to understand goals and offer clear, strategic advice.
Sontag Advisory has a 4.9 star rating with 55 reviews.
Sontag Advisory is open now. It will close at 6:00 p.m.
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