Private Ocean

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        "excerpt": " Wealthspire | Creating Clarity from Complexity and tags on every page of your site. --> Client Login ▸ Services Services Family Office Financial Planning Investments Institutional Advisory & OCIO ▸ Retirement Plans Endowments & Foundations Financial Institutions Business Management Who We Serve Who We Serve Individuals & Families Institutions Advisors Retirement Plan Sponsors Endowments & Foundations About Us About Us Our Firm Meet the Team Locations ASPIRE by Wealthspire WE by Wealthspire Rising Gen Contact Us Resources Resources Insights & Guides Research Podcasts Videos In the News Financial Dictionary Find an Advisor Book a Consultation ✕ Services ▾ Family Office Financial Planning Investments Institutional Advisory & OCIO ▾ Retirement Plans Endowments & Foundations Financial Institutions Business Management Who We Serve ▾ Individuals & Families Institutions Advisors Retirement Plan Sponsors Endowments & Foundations About Us ▾ Our Firm Meet the Team Locations ASPIRE by Wealthspire WE by Wealthspire Rising Gen Contact Us Resources ▾ Insights & Guides Research Podcasts Videos In the News Financial Dictionary Find an Advisor Book a Consultation Client Login ► Bringing Clarity to Complexity Wealthspire blends institutional-caliber expertise with a deeply personal partnership, helping individuals, families, and institutions navigate complexity, steward resources with purpose, and create lasting impact. Schedule a Consultation ▸ 1,400 + professionals across North America and the UK $ 660 B+ in assets under management or advisement *as of 6/30/2026 One Platform spanning private wealth management, family office services, retirement advisory, endowment advisory, and business management Who We Serve Wealthspire helps clients operating at all levels of financial complexity and responsibility move forward with purpose and impact. Individuals and Families Integrated financial planning, investment management, and family office services built around your life, your legacy, and what matters most Retirement Plan Sponsors Fiduciary support for retirement plans of all sizes, helping enhance your employees' ability to retire comfortably Endowments and Foundations Tailored investment solutions aligned with your organization's mission and strengthened through collaboration, governance, and stewardship Business Management Financial infrastructure built with precision and discretion for professionals in sports, entertainment, and creative fields, so you can focus on your craft The Wealthspire Difference: Built for Complexity, Focused on You Commitment Partnership Platform Fiduciary, Always Every recommendation we make is guided solely by your best interests. Our fiduciary commitment is unconditional, across every service, every client, and every decision. Get to Know Wealthspire ▸ Institutional Strength, Personal Partnership We combine the research capabilities, investment access, and operational scale of a large institution with the attention, responsiveness, and trust of a dedicated personal advisor. Get to Know Wealthspire ▸ One Integrated Platform Rather than coordinating fragmented advice from multiple providers, Wealthspire delivers an integrated team of specialists across investments, financial planning, institutional advisory and more, working together to help your goals. Get to Know Wealthspire ▸ Your Firm’s Growth Partner For advisory firms that see the future as an opportunity, Wealthspire acts as a true strategic partner. Our platform provides institutional-scale resources, operational infrastructure, and a national network of specialists, all while preserving what makes your firm unique. Explore Partnership Opportunities ▸ Wealthspire News and Perspectives Investing & Markets OCTOBER 9, 2026 2026 Q3 Market Commentary If the first half of 2026 asked whether the economy could absorb an oil shock, the third quarter asked a trickier question: can the economy also absorb rapidly rising interest rates? Over the summer, the Federal Reserve raised interest rates for the first time since 2023 under its new Chair, Kevin Warsh, the 10-year Treasury yield climbed above 5% for the first time since 2007, Brent crude returned to roughly $100 per barrel, and U.S. diesel prices hit a record. The midterm elections, meanwhile, are now only weeks away. Read More ▸ Market Commentary OCTOBER 8, 2026 2026 Third Quarter Considerations Download our 2026 Third Quarter Considerations Read More ▸ Retirement Plans JUNE 11, 2026 Public Sector News and Views Recordkeeper Consolidation Impact to the Government Market We continue to see further consolidation in recordkeepers with One America and Voya integrating and completing their consolidation through 2025. We recently saw one more announcement to start 2026 with Corebridge and Equitable looking to merge together. This continues to reduce the number of options of potential suitors when Plan Sponsors go out to bid for recordkeeper services. Read More",
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