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Allaire Louise Langdon is a Certified Financial Planner® and an Investment Advisor Representative with Wealthspire Advisors, a firm headquartered in New York. Allaire has been in the industry since 2016. Wealthspire Advisors has been providing investment advisory services to individuals, families, and institutions since 1999. Wealthspire's team of advisors works collaboratively to create personalized financial strategies for their clients. The firm provides a wide range of financial planning and investment services, including portfolio management, retirement planning, estate planning, and college savings planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
06/29/2022 - Present
Wealthspire Advisors (New York NY)
Active
Inactive
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