The views posted on this site are my own and do not represent the positions, strategies or opinions of Sequoia Financial Group. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or product. This profile should not be considered as investment advice or a solicitation to buy or sell securities. ANDThird party posts found on this profile do not reflect the views of Sequoia Financial Group and have not been reviewed or verified by Sequoia Financial Group as to the accuracy or completeness of the content. This profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third-party sites, or of the products, services or information offered by any third parties.

In October 2019, Sontag Advisory rebranded as Wealthspire Advisors. As a Financial Advisor and Senior Vice President, I work with clients to identify and achieve their financial goals and wishes. I also take an active role in business development and management.

Sontag is a fee-only RIA specializing in wealth management for the ultra high net worth individual.

An independent investment and risk management firm.

An investment and risk management firm affiliated with Penn Mutual.

Axa Advisors is an investment and risk management firm affiliated with AXA Equitable.