Wealthspire Acquires RoundAngle Advisors
Wealthspire, an independent wealth management, retirement advisory, and business management firm with more than $580 billion in assets under management or advisement, has entered into an agreement to acquire RoundAngle Advisors, a Red Bank, New Jersey-based registered investment advisory firm.
Founded by Jonathan Bernstein, RoundAngle Advisors has guided individuals and families through personalized financial planning for more than a decade. Bernstein, along with Nela Diaz and Deirdre (Dee) DeRosa, will continue to lead the practice and serve clients.
“For us, this partnership represents a natural evolution,” said Jonathan Bernstein, founder and managing principal of RoundAngle Advisors. “Our mission has always been to provide families with thoughtful guidance through all of life’s stages, and joining Wealthspire enables us to continue that work while adding depth and support so we can focus on what matters most – our clients.”
“Jonathan and his team exemplify the care and professionalism that define Wealthspire,” said Mike LaMena, chief executive officer of Wealthspire. “Their long-term focus and personalized planning approach aligns seamlessly with how we serve families. This partnership also deepens our presence in the Tri-State area and continues our strategy of supporting advisors who lead with empathy, integrity, and client-first values. We’re proud to welcome the RoundAngle team.”
Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with nearly a decade of experience and a passion for telling stories and reporting news. She is originally from Queens, New York, but now resides in Denver, Colorado.
