List highlights nation’s top performing female wealth advisors
NEW YORK, NY, April 06, 2021 /24-7PressRelease/ — Wealthspire Advisors, an NFP company and independent investment advisor based in New York City, today announced that Ashley Iddings CIMA®, CPWA®, and Michèle Walthert, CFP®, CRPC®, have been named to the 2021 Forbes Top Women Wealth Advisors List, which highlights the nation’s top performing female advisors. Iddings and Walthert are advisors and managing directors in the Potomac, Md., office.
In compiling the list, Forbes evaluates advisors using an algorithm supported by qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced, and assets under management. Additional information about the ranking methodology is available on the Forbes website at forbes.com.
“Ashley and Michèle continue to demonstrate an uncompromising commitment to their clients, and their inclusion in the list exemplifies their leadership and focus on delivering the highest standard of advice,” said Mike LaMena, chief executive officer of Wealthspire Advisors. “We are proud to have our team’s hard work, dedication, and principled approach recognized as part of the Forbes list.”
There are no fees or other considerations required of advisors who apply for the Forbes Top Women 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.
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 Investments & Wealth Institute® (“Institute”) is the owner of the certification and service marks “CIMA®,” “Certified Investment Management Analyst®,” “CPWA®,” “Certified Private Wealth Advisor®,” and “Certified Private Wealth Anaylst℠.” Use of CIMA®, Certified Investment Management Analyst®, CPWA®, Certified Private Wealth Advisor®, and/or Certified Private Wealth Anaylst℠ signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
CHARTERED RETIREMENT PLANNING COUNSELOR℠ and CRPC® are registered service marks of the College for Financial Planning®.
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
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