Red Bank, New Jersey firm joins Wealthspire to enhance resources and strengthen long-term continuity

Wealthspire, an independent wealth management, retirement advisory, and business management firm with more than $580 billion in assets under management or advisement,¹ today announced it has entered into an agreement to acquire RoundAngle Advisors, a Red Bank, New Jersey-based registered investment advisory firm. The addition underscores Wealthspire’s ongoing commitment to partnering with advisors who share its focus on strong client relationships, thoughtful planning, and personalized advice.

Founded by Jonathan Bernstein, CFP^®, CPA, 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, maintaining the firm’s hallmark of personal attention, now supported by Wealthspire’s expanded resources and national platform.

“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.”

The addition reflects a shared culture grounded in individualized care and meaningful relationships. It provides clients with continuity, trusted service, and access to additional expertise in areas such as estate planning, tax strategy, and investment research — resources that complement RoundAngle’s personalized approach.

About Wealthspire

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence.

With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey.

Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities. For more information, visit www.wealthspire.com.

¹ Reflects combined data as of 6/30/2025 for Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC dba Wealthspire Retirement Advisory, Newport Private Wealth Inc., and affiliates. © 2025 Wealthspire

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Registration of an investment advisor does not imply that Wealthspire Advisors or any of its principals or employees possess a particular level of skill or training in the investment advisory business or any other business.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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