Wealthstream Advisors Inc. offers fitness reimbursement benefit and firm exercise classes. Employees can enjoy various social activities and monthly firm lunches. The firm takes the entire team to an annual industry conference and provides coaching for personal and professional development. It also offers employees paid sabbaticals and financial education workshops, seminars and classes.

Due to the pandemic, Wealthstream Advisors has adopted the recommendations of the Centers for Disease Control and Prevention and New York state guidelines and encourages staff to work from home.