Wealthspire Advisors Evolves Client Experience to Provide High-Touch Lifestyle Services

Wealthspire Advisors Evolves Client Experience to Provide High-Touch Lifestyle Services

Wealthspire acquires Judith Heft & Associates, a bill pay and lifestyle firm, to expand its offering

Wealthspire Holdings LLC, parent company of Wealthspire Advisors LLC (“Wealthspire”), an NFP company and top-ranked1 independent registered investment advisor (RIA), announced today the acquisition of Judith Heft & Associates, a women-owned firm that provides high-touch lifestyle and bill pay services to affluent clients and their families.

“Our clients’ expectations are evolving, and we want to expand our offering beyond traditional wealth management,” said Mike LaMena, chief executive officer of Wealthspire Advisors. “Wealthspire is committed to providing holistic and personalized services to our clients across the wealth spectrum. Judy and her team of professionals will go beyond bill pay services to streamline clients’ lifestyle needs.”

“My team and I are excited to join Wealthspire. We share a common philosophy around client engagement – our mission is to develop personal and trusted relationships to help them achieve their life goals,” said Judith Heft, founder of Judith Heft & Associates. “We’re looking forward to being part of the integrated Wealthspire team that helps solve the complexities of our clients’ financial lives.”

“We understand that for many clients, wealth isn’t just about what you build but the lifestyle it enables you to enjoy,” said Heather Flanagan, head of Wealthspire Advisors’ Family Office Services and chair of the Wealthspire Trust board. “That’s why we grow with our families as they evolve with each generation, offering solutions that best cater to their unique needs and expectations. We’re committed to building upon our holistic and personalized experience that delivers wealth and lifestyle solutions for families.”

Through the firm’s bill pay and lifestyle services, clients and their families are better positioned to achieve their personal goals.

Park Sutton Advisors, a Waller Helms Company, served as advisor, and Harrington, Ocko & Monk, LLP served as transaction legal counsel to Judith Heft & Associates.

For more information about Wealthspire Advisors, visit www.wealthspire.com.

About Wealthspire Advisors
Wealthspire Advisors LLC is an independent registered investment advisor that oversees, across its entities, $27.4 billion2 in assets under management, 23 offices across the U.S., and more than 110 advisors. In 2023, the firm was recognized as a top RIA firm by Barron’s, Forbes/Shook, and Financial Advisor Magazine.1 Offering financial planning, investment management, family office, and outsourced chief investment officer (OCIO) services, Wealthspire Advisors brings together experts in various aspects of wealth management to serve its clients. For more information, please visit www.wealthspire.com.

About NFP
NFP, an Aon company, is an organization of consultative advisors and problem solvers helping companies and individuals address their most significant risk, workforce, wealth management and retirement challenges. With colleagues across the US, Puerto Rico, Canada, UK and Ireland, they serve a diversity of clients, industries, and communities. Their global capabilities, specialized expertise and customized solutions span property and casualty insurance, benefits, wealth management and retirement plan advisory. Together, they put people first, prioritize partnerships and continuously advance a culture they’re proud of. Visit NFP.com to learn more.

1 Barron’s Magazine – Top 100 RIA Firms – 2023 – Published in September 2023, based on data as of 6/30/2023. Financial Advisor Magazine – Top Registered Investment Advisors – 2024 – Published July 12, 2024, based on data from December 2022-December 2023. For a full list of awards disclosures, please visit our website at https://www.wealthspire.com/privacy-policy/awards-disclosures/.

2 AUM as of 6/30/2024 for Wealthspire Advisors LLC and its subsidiaries.

Wealthspire Advisors is the common brand and trade name used by Wealthspire Advisors LLC and its subsidiaries, separate registered investment advisers and subsidiary companies of NFP Corp., an Aon company.

© 2024 Wealthspire Advisors

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Alexandra Zendrian
516.581.7202
alexandra@therudingroup.com

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