Wealthspire

Congratulations to Pietro Messina and Zach Gering on being named to the 2026 Forbes | SHOOK Best-In-State Next-Gen Wealth Advisors list.

This year’s list recognizes more than 2,100 advisors across the country who are helping shape the future of wealth management. We’re excited to see Pietro and Zach recognized among this group.

View the full list: https://www.forbes.com/lists/best-in-state-next-gen-advisors/

Our New York team recently spent an afternoon giving back with New York Cares, helping create a cleaner and more welcoming space for the local community.

Over the course of the project, volunteers painted 10 benches and railings, planted more than 60 plants across three tree pits, and cleared away weeds and debris. Thank you to everyone who rolled up their sleeves and to New York Cares for the opportunity to spend time together while caring for the community we call home.

Through ASPIRE by Wealthspire, we’re grateful for opportunities to support the communities we’re part of. Wealthspire was pleased to sponsor the Greg Gard Invitational, with Justin Goldstein representing our team.

Ready to feel more confident about credit?

Join us August 19 for Credit & Debit 101: Build Credit with Confidence, the final session of our Rising Gen Financial Foundations series. Melissa Restivo and Tierney Henderson will cover the basics of credit and debit, responsible credit card use, and simple habits for building strong credit over time.

August 19 | 4 p.m. ET / 1 p.m. PT

Register at the link in bio.

Our Wealthspire CONNECT series came to a close in Long Beach, California, bringing colleagues together for one final gathering after a summer of events across the country.

For many, Connect was a chance to meet teammates from across our business in person for the first time and get to know the people behind the names and faces we see every day. It’s been special to see those new connections take shape as we continue becoming one Wealthspire.

Last week, our Melville office celebrated National Intern Day with a gelato cart for our interns!

It's been a joy having this year's intern class as part of the Wealthspire team, and we're grateful for the enthusiasm and fresh perspectives they've brought throughout the summer.