West Hartford, CT Office

Team
Updated today
WealthSpire Advisors logo

WealthSpire Advisors

Enterprise

Firm-wide stats for WealthSpire Advisors

Total advisors

237

Across 37 offices

Clients per advisor

41 Low

Avg AUM per client

$3,410,246 Very High

HNW client ratio

57% Very High

About

Wealthspire Advisors LLC is an SEC-registered investment adviser overseeing roughly $34.3 billion in regulatory assets with about 220 advisors and nearly 9,700 clients. The firm serves individuals (including high‑net‑worth clients), corporate and pension/profit‑sharing plans, nonprofits and foundations, offering wealth management, portfolio management, financial planning, retirement‑plan consulting, and the selection and monitoring of other advisers.

The firm applies an institutional‑style asset allocation framework modeled on endowments and foundations, implemented through a mix of mutual funds, ETFs, private investments, and allocations to unaffiliated separate account managers subject to centralized due diligence and monthly investment‑committee oversight. Wealthspire tailors services through client interviews and ongoing monitoring, supports held‑away retirement accounts via a third‑party platform (Pontera), and recently added bookkeeping and bill‑pay capabilities as well as a limited wrap‑fee option for certain legacy clients.

Wealthspire’s brochure highlights an active acquisition and integration history — including the recent merging of subsidiary RIAs and a change in ownership in 2025 — and describes affiliated offerings beyond core advisory work such as trustee services and an affiliated trust company. The filing also discloses legacy private‑fund affiliations tied to an acquired firm and related conflict‑of‑interest arrangements (with no new investments being marketed to Wealthspire clients), a level of legacy private‑fund disclosure that is less common among peers of this size.

Based on WealthSpire Advisors

Expertise

Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Private / alternative investments

Based on WealthSpire Advisors

Occupation focus

Founder/Business Owner Retired

Based on WealthSpire Advisors

Demographic focus

Mid-Career Professionals Established Professionals

Based on WealthSpire Advisors

Location

29 South Main St., Suite 300

West Hartford CT 06107

Advisors at this office

6

Advisors at this office

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Nicholas K

Series 66

West Hartford, CT

WealthSpire Advisors

Nicholas Kapelewski is a financial advisor at Wealthspire Advisors with four years of industry experience. He holds the Series 66 designation and has worked at Merrill, The Hartford Investment Management Company, and USI Insurance, among others. Prior to his advisory roles, he was employed in education and entertainment sectors. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, investment advisory, financial planning, and family office support. The firm utilizes a relationship-driven, customized investment process with an emphasis on diversified, institutional-style asset allocation.

Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Private / alternative investments Founder/Business Owner Retired Mid-Career Professionals Established Professionals
user avatar

Benjamin K

CFP®, Series 63, Series 65

West Hartford, CT

WealthSpire Advisors

Benjamin Kille is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2022. Prior to joining Wealthspire, he worked at Private Capital Group, LLC for 19 years. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers a range of services such as wealth management, financial planning, retirement-plan consulting, and trustee services.

Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Private / alternative investments Founder/Business Owner Retired Mid-Career Professionals Established Professionals
user avatar

Amy M

CFP®, Series 66

West Hartford, CT

WealthSpire Advisors

Amy Miller is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2022. She previously worked at Private Capital Group, LLC for eight years. Miller holds director roles with the Connecticut Women's Council, the Estate and Business Planning Council of Hartford, and Horizons at Ethel Walker School, contributing to strategic direction and fundraising efforts. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets for nearly 9,700 clients, including high-net-worth individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers comprehensive wealth management services tailored through ongoing client engagement.

Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Private / alternative investments Founder/Business Owner Retired Mid-Career Professionals Established Professionals
user avatar

Marc A

CFP®, Series 63, Series 65

West Hartford, CT

WealthSpire Advisors

Marc Austin is a CFP® with 36 years of industry experience and currently serves as an advisor at Wealthspire Advisors. He previously worked at Private Capital Group, LLC for 18 years before joining Wealthspire in 2022. Outside of his advisory work, he manages assets through a family partnership, MEGAMUFFIN, LLC. Wealthspire Advisors oversees approximately $34.3 billion in assets and serves nearly 9,700 clients, including individuals, corporations, nonprofits, and foundations. The firm uses an institutional-style asset allocation framework and offers a range of services such as wealth management, financial planning, retirement-plan consulting, and trustee services.

Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Private / alternative investments Founder/Business Owner Retired Mid-Career Professionals Established Professionals
user avatar

Benjamin S

Series 65

West Hartford, CT

WealthSpire Advisors

Benjamin Snediker is a financial advisor at Wealthspire Advisors with one year of industry experience. He holds a Series 65 designation and has worked at Wealthspire Advisors since 2023. Prior to his advisory role, he spent ten years at Central Connecticut State University and had a brief tenure with the Town of Simsbury in 2023. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation across various asset classes.

Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Private / alternative investments Founder/Business Owner Retired Mid-Career Professionals Established Professionals
user avatar

Greta P

Series 65

West Hartford, CT

WealthSpire Advisors

Greta Panke is a financial advisor at Wealthspire Advisors with a Series 65 credential and one year of industry experience. Prior to joining Wealthspire, she worked at Travelers and has a background in education, including positions at Connecticut College and middle/high schools. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation framework with diversified investments and centralized due diligence.

Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Private / alternative investments Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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