Founded by industry veterans with a proven track record, Wealthspan Investment Management brings decades of investment advisory expertise to the table. Many years of our experience were spent training financial advisors on how to better serve their clients. When we decided to use our skills to help clients ourselves, the experience serving as advisors to advisors shaped Wealthspan into an exceptional client-centric firm, where meaningful conversations lead to conflict-free solutions with no proprietary products or costly technology fees, so we can focus on what matters most:

serving our clients and helping them thrive.