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


Howard Sontag
Chairman
Wealthspire Advisors
United States, New York, New York
About Me
Profile Information
Chairman
Wealthspire Advisors
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
New York
New York
United States
Jun 24, 2024
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