Wealthspire

There's something special about spending a day working alongside people who are making a lasting difference in their community.

Last week, our Melville team volunteered at Smile Farms, helping plant the garden and support an organization that creates meaningful work and training opportunities for people with developmental disabilities. We left inspired by the people we met and grateful for the opportunity to contribute, even in a small way. Thank you, Smile Farms, for welcoming us and for the incredible work you do every day.

Women's retirement security is shaped by more than individual financial decisions. Factors like the gender pay gap, longer life expectancy, and career interruptions for caregiving can have a lasting impact on retirement savings over time.

Building a more secure future starts with awareness. When more people have access to retirement plans and the knowledge to start saving early, the opportunity for long-term financial security grows.

Learn more at usaretirement.org/wrsd

Earlier this spring, Amanda Campbell hosted a group of attorneys at Old Westminster Winery for an afternoon together.

It was wonderful to reconnect with familiar faces, welcome new connections, and enjoy time away from the day-to-day. Thank you to everyone who joined us. We can't wait for the next gathering!

This weekend, we'll be cheering on Robert Wickens and the DXDT Racing team as they head to the Chevrolet Grand Prix at Canadian Tire Motorsport Park.

After the team's transporter was destroyed in a fire earlier this season, along with Robert's custom hand control system, DXDT Racing was forced to miss the IMSA WeatherTech SportsCar Championship weekend at Laguna Seca. Following an incredible effort to rebuild the bespoke controls, Robert is back behind the wheel for the first time since the fire, returning at his home event.

Robert's determination continues to inspire us, and we're proud to support him and the entire DXDT Racing team. Wishing everyone a successful weekend in Canada.

A great evening celebrating the people helping shape the future of wealth management.

It was an honor to join colleagues and peers at the InvestmentNews Awards and celebrate the talent, leadership, and innovation across our industry. Congratulations to all of this year's finalists and award recipients, and thank you to InvestmentNews for bringing everyone together for such a special evening.

What does it take to build an enduring advisory firm in today's evolving wealth management landscape?

In his conversation on Barron's The Way Forward podcast, Wealthspire CEO Michael LaMena shares his perspective on leadership, growth, the role of AI, and why the human side of advice will always matter.

We pulled out four moments that resonated with us. Listen to the full episode, Wealthspire's Mike LaMena: Unlocking Premium RIA Valuations. https://www.barrons.com/podcasts/barrons-advisor/wealthspires-mike-lamena-unlocking-premium-ria-valuations/cb219147-2453-4ae4-a996-3f323aab6fd5?page=1&

Celebrating a great evening in San Francisco!

We were honored to attend the San Francisco Business Times Best Places to Work awards, where Wealthspire was recognized as one of this year's Best Places to Work.

Congratulations to everyone across Wealthspire who helps create a workplace where people feel supported, valued, and empowered to do their best work. Thank you to Karolina, Jacob, Joe, and Marla for representing our team at the celebration.

We're grateful for this recognition and for the people who make it possible every day.

See all of the honorees: https://www.bizjournals.com/sanfrancisco/best-places-to-work -Honorees