Wealthspire Holdings, the parent company of Wealthspire Advisors, an NFP company and top-ranked independent registered investment advisor (RIA), announced the acquisition of Judith Heft & Associates, which is a women-owned firm that provides high-touch lifestyle and bill pay services to affluent clients and their families.
With the firm’s bill pay and lifestyle services, clients and their families are better positioned to achieve their personal goals. Wealthspire Advisors is an independent registered investment advisor that oversees $27.4 billion in assets under management AUM), 23 offices across the U.S., and more than 110 advisors. 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.
Park Sutton Advisors (a Waller Helms Company) served as advisor, and Harrington, Ocko & Monk, LLP served as transaction legal counsel to Judith Heft & Associates.
KEY QUOTES:
“Our clients’ expectations are evolving, and we want to expand our offering beyond traditional wealth management. 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.”
-Mike LaMena, chief executive officer of Wealthspire Advisors
“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. We’re looking forward to being part of the integrated Wealthspire team that helps solve the complexities of our clients’ financial lives.”
-Judith Heft, founder of Judith Heft & Associates
“We understand that for many clients, wealth isn’t just about what you build but the lifestyle it enables you to enjoy. 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.”
-Heather Flanagan, head of Wealthspire Advisors’ Family Office Services and chair of the Wealthspire Trust board
