Rising Gen is rooted in the belief that what matters to you, matters to us. We are dedicated to empowering the next generation to steward their family’s wealth, values, and legacy, while creating their own path through trusted resources and meaningful connections.
WEBINARS
College Advisory with ESM Prep
The Changing Landscape of College Admissions
Watch the replay below:
College admissions experts Katie Levy and Billy Downing from ESM Prep share strategic guidance on essential topics for the application process.
From Campus to Career: Internships, Résumés, and Next-Step Readiness
Watch the replay below:
ESM Prep's Director of Undergraduate Mentorship & Graduate Admissions Dr. Carley Nuzzo will share expert tips for building a strong résumé and making the most of college for the path that's best for you.
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Your Rising Gen Team
Your Rising Gen Team Members are part of the G2 generation themselves — bringing fresh perspective, lived experience, and deeply relevant insight to the table. By combining that firsthand perspective with experience working alongside those who’ve long guided our clients, they serve as approachable partners in Rising Gen conversations and build lasting community. Meet and reach out to them below or email us at risinggen@wealthspire.com.
Financial Foundations
Brought to you by Wealthspire, The Financial Foundations Virtual Series is designed to build financial confidence and open the door to meaningful money conversations within families. From investing basics to intergenerational planning, each session is crafted to educate and empower the next generation.
This material should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The information provided is for informational purposes only and should not be relied upon for accounting, legal, or tax advice. While the information is deemed reliable, Wealthspire Advisors cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard to the results to be obtained from its use.
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Wealthspire Advisors by any of its clients or a third party.
Registration of an investment advisor does not imply that Wealthspire Advisors or any of its principals or employees possess a particular level of skill or training in the investment advisory business or any other business.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
FINANCIAL PARAPLANNER MANAGEMENT SPECIALIST™ and FPQP™ are trademarks of the College for Financial Planning in the United States and/or other countries.
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services. The Center for Fiduciary Studies owns the mark AIF®, which it awards to individuals who successfully complete initial and ongoing accreditation requirements.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
