top of page
COMPANY PROFILE
Wealthspan Investment Management was founded by a team of highly experienced investment advisory professionals. Before starting Wealthspan, the management and advisory team helped grow a small, start-up firm from less than $100M to over $4B in managed client assets in a short 5-year period of time. This experience has allowed them to provide a great platform for skilled, independent advisors to best serve their clients without proprietary products, expensive technology fees, or conflicts of interest.

20 +
Years
Experience
0
Proprietary
Investments
$0
Technology
Fees
4
Experienced
Partners
Investment Committee
This is our team of investment experts who help us create, monitor, and update the models and allocations that we use to help clients grow and protect their assets.
bottom of page