Alia Wagenhoffer started her career in the industry as a financial advisor, serving clients for five years before having an "aha" moment. She was passionate about client service and finance, but also had an interest in technology - something she had long believed was the key to creating efficiencies that could streamline operations and elevate the advisor/client experience. With support from the firm, she made the leap into technology, and today is the Head of Advisory Technology at Wealthspire. She is responsible for the strategic vision and implementation of all software and technology applications for Wealthspire, including developing and ensuring best practices, providing ongoing training and support to all users, and serving as the relationship manager between the firm and technology partners, custodians, and vendors. She works with advisors and department leaders to ensure the firm is optimizing its technology tools to best serve their clients.
IMPORTANT DISCLOSURE INFORMATION
Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealthspire cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard its use. Different types of investments involve varying degrees of risk, and it should not be assumed that any investment, investment strategy, or non-investment related or planning services will be profitable, be suitable for your portfolio or individual situation, or prove successful. A copy of Wealthspire’s current written disclosure Brochure discussing our services and fees is available upon request or at www.wealthspire.com.