Wealthspire announced it has agreed to acquire RoundAngle Advisors, a registered investment advisory firm based in Red Bank, New Jersey. The acquisition supports Wealthspire’s continued focus on partnering with firms that share its emphasis on strong relationships, thoughtful long-term planning, and personalized financial guidance. Wealthspire currently manages or advises on more than $580 billion in assets across its platform.
RoundAngle Advisors was founded by Jonathan Bernstein, CFP, CPA, and has been serving individuals and families for over a decade. Bernstein, along with colleagues Nela Diaz and Deirdre (Dee) DeRosa, will continue to lead the practice and maintain direct client relationships. Through the transaction, the team will gain access to Wealthspire’s broader national platform, expanded advisory resources, and institutional capabilities while preserving its high-touch approach.
Wealthspire stated that the addition strengthens its presence in the Tri-State region and aligns with its strategy of bringing on advisory teams that prioritize continuity of service, long-term planning support, and client-first values. Clients of RoundAngle Advisors will have access to augmented resources in areas such as investment research, tax strategy, estate planning, and multi-generational advisory support.
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“For us, this partnership represents a natural evolution. Our mission has always been to provide families with thoughtful guidance through all of life’s stages, and joining Wealthspire enables us to continue that work while adding depth and support so we can focus on what matters most – our clients.”
Jonathan Bernstein, Founder and Managing Principal, RoundAngle Advisors
“Jonathan and his team exemplify the care and professionalism that define Wealthspire. Their long-term focus and personalized planning approach aligns seamlessly with how we serve families. This partnership also deepens our presence in the Tri-State area and continues our strategy of supporting advisors who lead with empathy, integrity, and client-first values. We’re proud to welcome the RoundAngle team.”
Mike LaMena, Chief Executive Officer, Wealthspire
