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

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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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