ADVISOR CONNECT - May 2026

From the Desk of Your Private Client Team:

As we move past Tax Day, you will continue to see our branding evolve as we transition from “Fiducient Advisors, A Wealthspire Company,” to the Wealthspire name later this year. While our name will change, our team, investment philosophy and commitment to thoughtful, long-term planning remain unchanged.

Over the past several months, much of our focus has been on strengthening the depth and coordination of the services we provide to clients and their families. In particular:

• We launched Wealthspire Family Office, bringing together investment management, estate strategy, tax coordination and family governance into a more integrated offering for families with complex needs. Many of our clients have already begun to take advantage of these enhanced services, and we look forward to continuing to build and refine this offering. Please keep us informed as your family’s financial needs evolve so we can best support you.
  
  

• We launched our strategic alliance with Mayo Clinic, including a recent client webinar focused on executive health and preventive care. For those who were unable to attend, or who would like to revisit the discussion, we’ve included a link to the replay (passcode: Wealthspire1), which explores how a proactive approach to health can complement long-term financial planning.
  
  

• We introduced our Private Aviation Advisory offering, designed to help clients evaluate and navigate private travel options from charter and jet cards to fractional and full ownership. Our role is to provide independent guidance, helping assess cost, usage, and flexibility, while coordinating with vetted partners to ensure a seamless experience aligned with your broader lifestyle and planning goals.
  
  

• We are advancing plans for our 2026 Investor Conference, one of our flagship events, designed to bring clients and families together for a day of perspective on markets, planning and the issues that matter most to long-term wealth.
  
  

Save the Date - Investor Conference 2026

• Evening Welcome Reception: Wednesday, October 21

• Conference: Thursday, October 22 | 8:00 a.m. - 4:00 p.m.

• Location: Swissotel Chicago

Registration details will be shared late summer. We encourage you to reserve accommodations early.

This quarter, we also spent significant time connecting with many of you through regular review meetings, planning discussions and events with clients and their families. These interactions continue to reinforce what matters most: helping you make thoughtful decisions with clarity and confidence across both financial and personal priorities.

We are grateful for the trust you place in us and for the continued introductions to those in your network. If there is someone close to you who would benefit from a steady, long-term approach to managing their financial life, we would welcome the opportunity to be a resource.

Thank you for your continued partnership.

Charitable Giving for the High-Net-Worth Individual

Charitable giving is an important part of life for many clients. Whether donating money or property, dedicating time and effort, or a combination thereof, giving is a way to promote values and leave a legacy for future generations. Charitable giving can also... Read More

Private Credit Under the Microscope: What Matters
(and What Doesn’t)

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... Read More

Video: Markets in Two Minutes - April 2026

In this month's Markets in Two Minutes, Connor Darrell from the Wealthspire Investment Team discusses the selloff across software that has captured headlines in recent months, zooming out to walk through the earnings growth story that is a far more significant force for markets going forward... Watch Here

Great Aspirations Podcast

The Power of Giving: LTC (Ret) Robert Grunewalds Service in Action

In this episode of Great Aspirations, Mike LaMena sits down with LTC (Ret) Robert Grunewald to reflect on service, leadership, and the events of September 11 at the Pentagon. Through his experience, Rob shares how years of preparation shaped his response in a moment of crisis—and how the power of giving is often defined by courage, selflessness, and a commitment to others.

Team Member Spotlight: Gibson Gaite

What is your greatest career accomplishment so far?

My greatest career accomplishment is becoming a manager. When I first joined the firm, becoming a manager was the last thought on my mind. I am thankful for those who gave me a chance, never gave up on me, and allowed me to learn and get better at the job each day.

What would you like our clients to know about the work you do?
Everything we do here is for the client. Without our clients, there is no Fiducient Advisors. Because we get to work with such amazing and complex clients, we have a continuous environment of learning/gaining expertise which promotes a diverse work environment. Thank you for instilling your trust in us and for the partnership.

What do you like to do when you’re not at work? Any interesting hobbies or volunteer organizations you work with?

I am a big adventurer. I love to travel to different countries, try new foods, get lost in the mountains and experience everything our tiny speck in the universe has to offer. I live in Denver and am in pursuit of summiting all the Colorado 14ers (currently at 37 out of 58!). On the volunteer side, I help coach youth basketball at underprivilege schools around the city.

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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