Celebrating the Impact of Our
At Advisers Give Back, we believe in the power of financial planning to change lives. That’s why we’re incredibly grateful for the partnership and dedication of Wealthspire, whose support has made a profound impact on our mission.
Thanks to the collective effort of Wealthspire’s advisors, staff, and supporters, the recent Summit Fundraiser was a tremendous success—raising over $21,000 to support pro bono financial planning. This milestone goes beyond just numbers; it represents real financial guidance for individuals and families who need it most. And that’s not all.
More Than Fundraising: A Commitment to Service
Beyond the financial contributions, we’re thrilled to share that nine volunteers from Wealthspire have committed to providing long-term pro bono financial planning. This level of engagement speaks to the deep sense of purpose within the Wealthspire community—advisors who are not only experts in their field but also deeply dedicated to giving back. Their commitment will have a ripple effect, helping individuals navigate their financial futures with confidence and clarity.
Looking Ahead: The Mentorship Program
As we build on this momentum, we’re also exploring ways to deepen engagement through a mentorship program—connecting experienced advisors with those looking to grow in their careers and service. We’d love to hear from Wealthspire’s advisors about their interest in this initiative and how we can best support its development.
Thank You for Making a Difference
To everyone at Wealthspire who contributed—whether by donating, volunteering, or spreading the word—thank you. Your generosity, time, and dedication made this event a success, and more importantly, will make a lasting impact on those we serve.
We’re excited to continue working together to expand access to quality financial advice and build a community where giving back is part of the culture. Here’s to making an even bigger difference in the months ahead!
If you’d like to get involved or share your thoughts on the mentorship program, please reach out—we’d love to hear from you.
With gratitude,
The Advisers Give Back Team
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