Wealthspire Advisors

Mar 2024

As medical professionals, my mother and I are pretty much uninformed when it comes to financial matters. My mother had been contemplating retirement for years and Covid finally prompted her to get more serious about setting an end date. We didn’t know where to start, but thankfully we found Chris Jennings and he has been wonderful.

Despite years of responsible saving, the idea of living without a salary was daunting to her. Chris helped us understand how to invest her money, how much she can afford to spend, what accounts and amounts to take the money from, and when she should claim social security. After just a few meetings, we have more clarity than...read full review

Mar 2024

Chris has invested his time and energy getting to know our family and our financial goals. He has been diligent and responsive in setting up and implementing different strategies over the past few years. His insight has been extremely valuable and I highly recommend working with him.

Jun 2022

Just received an “Account Overview" and the balance is $861,318.77!!! That's more than double my orignal investment of $400,000 in 2015!! And this is after withdrawing the better part of $200K over the past several years. It would be over $1M if I’d been able to leave it alone – a sum I never ever ever thought I’d ever have. Never even imagined it in my wildest dreams. Simply amazing. Thank you so much.