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ADVISOR CONNECT - February 2026 |
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From the Desk of Your Private Client Team:
You may have noticed our updated branding, now reflected as “Fiducient Advisors, A Wealthspire Company.” While our transition to the Wealthspire name will officially change later in 2026, the people, philosophy and disciplined approach you rely on will remain exactly the same.
Last quarter was a meaningful one for our team, highlighted by the time spent with many of you, including clients and families that joined us at The PGA American Express Golf Tournament in Palm Springs, where the below photo was taken. Experiences like these reinforce what we value most: long-term relationships built on trust, shared memories and thoughtful conversations that extend well beyond markets.
Behind the scenes, our integration with Wealthspire continues to add depth to our platform.
Over the past few months, we have:
- Expanded our in-house planning capabilities across tax, estate and investment disciplines
- Continued to invest in experienced professionals to support increasingly complex client needs
- Advanced several strategic partnerships designed to complement our core advisory role. Be on the lookout for the launch of Wealthspire Family Office and a strategic alliance with one of the premier health care systems in the U.S.
We are also pleased to share a recent podcast conversation featuring our CEO, Mike LeMena and Harris English, professional golfer, offering a thoughtful perspective on preparation, discipline and long-term decision-making.
As always, we are grateful for the trust you place in us and for the introductions you continue to make on our behalf. If someone close to you could benefit from a steady, long-term approach to their financial life, we would welcome the opportunity to be a resource.
Thank you for your continued partnership.
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Fiducient Advisors and Wealthspire colleagues recently spent time together and connected with partners and clients at the 2026 PGA American Express Golf Tournament. |
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Is it Time to Ratchet Up Your Giving? |
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by Bob DiMeo, Chairman |
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Imagine a Monopoly game where one player starts with double the cash, a higher salary for passing “Go,” and more frequent dice rolls. Unsurprisingly, that player begins to dominate the board. But what’s striking isn’t just the win… it’s how their posture shifts. They grow louder, more boastful, slamming pieces and professing “strategic brilliance,” despite knowing the rules were rigged in their favor. This was no family game night - it was a carefully designed study by social psychologist Paul Piff at UC Berkeley, illustrating how even modest, apparent privileges can skew confidence and self-perception. In other words, it’s easy to... Read More |
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Private Credit Under the Microscope: What Matters
(and What Doesn’t) |
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Over the past decade, private credit lenders didn’t just grow, they became the de facto lender to many of the middle market businesses in America. The transition created genuine value for borrowers and attractive income for investors. That rapid rise helped to bring private credit into the mainstream, and assets under management grew substantially. Between 2014 and 2024, the size of the private credit market roughly quadrupled, with... Read More |
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Great Aspirations Podcast |
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Beyond the Fairway: Purpose, Giving, and Legacy with Harris English |
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Hosted by Wealthspire CEO, Mike LaMena, this season of Great Aspirations is centered on a simple but powerful idea: the power of giving.
At Wealthspire, we talk often about success, growth and opportunity, but we believe true wealth is measured by something deeper. It’s measured by the impact we have on others. By the lives we touch. By what we choose to give back, how we choose to give and why. Our guest for Episode 1 is Harris English, 5-time PGA Tour Champion, who speaks not only to his journey as a pro golfer, but his commitment to giving back to the golf community. |
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Team Member Spotlight: Aaron Bassin |
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What is the best thing about working at Fiducient Advisors?
I enjoy that no two days at Fiducient are the same. Supporting our clients means working across a wide range of needs and teams, which keeps the work dynamic and engaging. A great deal of work happens behind the scenes here. While technology enables us to automate many processes, our success ultimately depends on the dedication and expertise of our individual contributors who support our advisors and deliver high quality service to our clients. |
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Aaron Bassin
Manager, Data Operations |
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What is your greatest career accomplishment so far?
My greatest career accomplishment so far has been taking on the role of Manager of the Data Operations team and working on the automation of our alternative investment processes through Canoe, which has significantly improved efficiency and scalability for the firm.
What does a typical workday look like for you?
My days can vary, but I always start with a daily team check in to understand priorities and support my colleagues. From there, I focus on client and consultant requests. My afternoons are often dedicated to project-based work aimed at improving operational efficiency across the firm.
What do you like to do when you’re not at work? Any interesting hobbies or volunteer organizations you work with?
Outside of work, I enjoy watching sports and participating in Chicago based intramural leagues. I am also an avid reader, currently enjoying books by Blake Crouch. |
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This report is intended for the exclusive use of clients or prospective clients (the “recipient”) of Fiducient Advisors LLC, A Wealthspire Company, and the information contained herein is confidential and the dissemination or distribution to any other person without the prior approval of Fiducient Advisors LLC, A Wealthspire Company is strictly prohibited. Information has been obtained from sources believed to be reliable, though not independently verified. Any forecasts are hypothetical and represent future expectations and not actual return volatilities and correlations will differ from forecasts. This report does not represent a specific investment recommendation. The opinions and analysis expressed herein are based on Fiducient Advisors LLC, A Wealthspire Company research and professional experience and are expressed as of the date of this report. Please consult with your advisor, attorney and accountant, as appropriate, regarding specific advice. Past performance does not indicate future performance and there is risk of loss.
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