Ashley E. Iddings, CIMA, CPWA
Managing Director
12435 Park Potomac Ave., Suite 500
Potomac, MD 20854
301-339-6111
www.wealthspire.com
Q: What defines Wealthspire Advisors?
A: Wealthspire boasts a team of experienced and talented individuals who work together toward the common goal of delivering thoughtful, collaborative solutions and an elevated and personalized service experience to our clients. Our advisors act as wealth managers, investment advisors, consultants and constant partners in helping our clients gain confidence in their financial futures.
With deep expertise in holistic wealth management, we create and implement customized financial solutions for high net worth and ultra high net worth individuals and families. Our advisor team is supported by a dedicated investment team, a wealth strategy team that includes in-house seasoned attorneys and tax advisors, and an operations team that helps to seamlessly deliver solutions and report on results.
Q: What qualities do you think a successful financial advisor should have?
A: Although technical skills and expertise are fundamental to the role, the single most essential quality to being a successful advisor is the ability and willingness to listen and empathize, to create a genuine and trusting relationship with both our clients and staff, and to always act in the best interest of a client.
Services that Wealthspire provides:
– Investment Advice & Implementation
– Estate & Legacy Planning
– Next Generation Education
– Philanthropic Giving
– Tax Planning, Optimization & Coordination
– Wealth Administration
– Insurance Planning & Risk Management
– Cash Flow Planning
– Liquidity & Financing Solutions
– Coordination with Other Advisors
– Trustee Services
