CoverProfile

Howard Sontag

Chairman

Wealthspire Advisors

United States, New York, New York

About Me

Howard founded Sontag Advisory, a predecessor firm of Wealthspire, to introduce his personal client-centric approach to financial advisory services. The foundation of the “Sontag Model” is the belief that advisors and clients should “sit at same side of the table” and, therefore, focus on the same goals and success measures. The result is an independent, fee-only firm committed to providing independent and objective counsel. Howard and his pioneering approach have been featured in such publications as Barron’s, Investment News, Investment Advisor, Forbes.com and Financial Planning. Howard remains as committed to the business as ever, and in addition to being an advisor and managing member

View more

Profile Information

Chairman

Wealthspire Advisors

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

New York

New York

United States

Jun 24, 2024

More profiles to browse

CA
Craig Amico
Vice President, Investments
MM
Michael Moriarty
Chief Investment Officer
Profile Photo
Bruce Laning
Managing Director and Principal
MP
Michael Price
Senior Vice President, Investments

You Might Like

ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services