Private Capital Group, LLC dba Wealthspire Advisors

Wealthspire Advisors was formed through the 2019 merger of Sontag Advisory and Bronfman Rothschild, creating a national firm under the ownership of NFP. The company operates as an independent advisory firm dedicated to helping clients achieve their financial goals through personalized financial planning, investment management, tax and estate planning, and retirement strategies. Their mission is to be a collaborative partner, bringing clarity and confidence to their clients' financial lives by offering a wide range of sophisticated, in-house expertise.