Two Wealthspire Advisors Named to Forbes 2022 Best-In-State Wealth Advisors List

Ashley E. Iddings and John H. Wolff were named to the 2022 Forbes Best-In-State Wealth Advisors List

NEW YORK, NY, May 16, 2022 /24-7PressRelease/ — Wealthspire Advisors, an NFP company and independent registered investment adviser firm headquartered in New York City, today announced that Ashley Iddings, CIMA®, CPWA® and John Wolff, CFP®, AIF®, CLU®, ChFC® have been named to the 2022 Forbes Best-In-State Wealth Advisors list, which highlights the nation’s top performing wealth advisors.

To compile the list, Forbes and SHOOK Research evaluate eligible advisors using an algorithm supported by qualitative and quantitative criteria, including surveys, telephone, virtual and in-person interviews, industry experience, compliance records, revenue produced, and assets under management. Additional information about the ranking methodology is available on the Forbes website at forbes.com.

Ashley E. Iddings is a Managing Director and co-head of Wealthspire Advisors’ Potomac, Maryland office. Iddings has been with the firm since 2008 and has almost 20 years of wealth management experience. A Certified Investment Management Analyst® designee and Certified Private Wealth Advisor® professional, she specializes in coordinating the complex financial affairs of individual clients and client families.

John H. Wolff is a Managing Director of Wealthspire Advisors, who joined the firm in 2017 after 10 years as CEO of Capital Fiduciary Advisors, an independent Registered Investment Advisor firm that he founded in 2006. Wolff is a CERTIFIED FINANCIAL PLANNER™ practitioner, Accredited Investment Fiduciary® designee, Chartered Life Underwriter® professional, and Chartered Financial Consultant® designee.

“Ashley and John’s inclusion on the Forbes Best-In-State list recognizes these two advisors’ uncompromising commitment to their clients,” said Wealthspire Advisors CEO, Mike LaMena. “Having two Wealthspire advisors named to this list is a testament to the talents and efforts of our growing team across the country.”

There are no fees or other considerations required of advisors who apply for the Forbes Best-In-State Wealth Advisors list. The full list can be accessed on the Forbes site at forbes.com.

Wealthspire Advisors

Wealthspire Advisors is an independent registered investment advisor with 18 offices in 10 states throughout the Northeast, Mid-Atlantic, Midwest, and West Coast. We are fiduciary advisors who value connecting all parts of a client’s financial life to deliver thoughtful, collaborative strategies that optimize their finances and fulfill their aspirations. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients gain confidence in their financial futures. For more information on Wealthspire Advisors, please visit www.wealthspire.com.

About NFP

NFP is a leading insurance broker and consultant providing specialized property and casualty, corporate benefits, retirement and individual solutions through its licensed subsidiaries and affiliates. NFP enables client success through the expertise of over 6,600 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors, and financial institutions. NFP is the 5th largest benefits broker by global revenue, 7th largest US-based privately owned broker, 9th best place to work in insurance and 13th largest broker of U.S. business (Business Insurance); 10th largest commercial lines agency by P&C commercial lines revenue and 10th largest property and casualty agency (Insurance Journal); and 13th largest global insurance broker (Best’s Review).

Visit NFP.com to discover how NFP empowers clients to meet their goals.


For the original version of this press release, please visit 24-7PressRelease.com here

Two Wealthspire Advisors Named to Forbes 2022 Best-In-State Wealth Advisors List

Ashley E. Iddings and John H. Wolff were named to the 2022 Forbes Best-In-State Wealth Advisors List

NEW YORK, NY, May 16, 2022 /24-7PressRelease/ — Wealthspire Advisors, an NFP company and independent registered investment adviser firm headquartered in New York City, today announced that Ashley Iddings, CIMA®, CPWA® and John Wolff, CFP®, AIF®, CLU®, ChFC® have been named to the 2022 Forbes Best-In-State Wealth Advisors list, which highlights the nation’s top performing wealth advisors.

To compile the list, Forbes and SHOOK Research evaluate eligible advisors using an algorithm supported by qualitative and quantitative criteria, including surveys, telephone, virtual and in-person interviews, industry experience, compliance records, revenue produced, and assets under management. Additional information about the ranking methodology is available on the Forbes website at forbes.com.

Ashley E. Iddings is a Managing Director and co-head of Wealthspire Advisors’ Potomac, Maryland office. Iddings has been with the firm since 2008 and has almost 20 years of wealth management experience. A Certified Investment Management Analyst® designee and Certified Private Wealth Advisor® professional, she specializes in coordinating the complex financial affairs of individual clients and client families.

John H. Wolff is a Managing Director of Wealthspire Advisors, who joined the firm in 2017 after 10 years as CEO of Capital Fiduciary Advisors, an independent Registered Investment Advisor firm that he founded in 2006. Wolff is a CERTIFIED FINANCIAL PLANNER™ practitioner, Accredited Investment Fiduciary® designee, Chartered Life Underwriter® professional, and Chartered Financial Consultant® designee.

“Ashley and John’s inclusion on the Forbes Best-In-State list recognizes these two advisors’ uncompromising commitment to their clients,” said Wealthspire Advisors CEO, Mike LaMena. “Having two Wealthspire advisors named to this list is a testament to the talents and efforts of our growing team across the country.”

There are no fees or other considerations required of advisors who apply for the Forbes Best-In-State Wealth Advisors list. The full list can be accessed on the Forbes site at forbes.com.

Wealthspire Advisors

Wealthspire Advisors is an independent registered investment advisor with 18 offices in 10 states throughout the Northeast, Mid-Atlantic, Midwest, and West Coast. We are fiduciary advisors who value connecting all parts of a client’s financial life to deliver thoughtful, collaborative strategies that optimize their finances and fulfill their aspirations. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients gain confidence in their financial futures. For more information on Wealthspire Advisors, please visit www.wealthspire.com.

About NFP

NFP is a leading insurance broker and consultant providing specialized property and casualty, corporate benefits, retirement and individual solutions through its licensed subsidiaries and affiliates. NFP enables client success through the expertise of over 6,600 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors, and financial institutions. NFP is the 5th largest benefits broker by global revenue, 7th largest US-based privately owned broker, 9th best place to work in insurance and 13th largest broker of U.S. business (Business Insurance); 10th largest commercial lines agency by P&C commercial lines revenue and 10th largest property and casualty agency (Insurance Journal); and 13th largest global insurance broker (Best’s Review).

Visit NFP.com to discover how NFP empowers clients to meet their goals.


For the original version of this press release, please visit 24-7PressRelease.com here

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