Michael Delgass Email & Phone Number

I am an Advisor, helping my clients with complex financial, tax, investment, and other wealth management problems. Before becoming a wealth manager, I worked extensively as an attorney in the areas of estate planning, personal income tax, and family business planning. Given this background, much of my work is for other attorneys, as well as clients with family businesses, special education/special needs issues, and complex estate planning structures.In addition to my role advising clients, I am active in the management of the firm. I am the head of our Northeast region, and a member of our Investment Committee.Please note that, taking a conservative approach to SEC regulations, my firm has decided to hide any recommendations or endorsements on our employee's profiles.

Listed skills include Wealth Management, Estate Planning, Investments, Asset Protection, and 11 others.

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  Advisor, Managing Director

  Wealthspire Advisors

  Oct 2019 - Present - New York City Metropolitan Area

  Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with more than 120 associates serving clients from 14 offices in 8 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all parts of a clients’ financial life and delivering thoughtful, collaborative strategies that focus on what’s most important to each client. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations.