⬤ USA Today
2023 Best Financial Advisory Firms
usa today best financial advisory firms 2023 logo for wellspring financial

Award based on independent survey carried out by USA TODAY and Statista. Firms need to be nominated by a participant in the survey. No prior registration is required, and no costs are involved for the nomination. The recommendations for each firm are summarized and evaluated anonymously. 
In addition to the survey results, additional metrics (e.g., data in relation to assets under management (AUM)) will be included in the final analysis.

● USA Today
2023 Best Financial Advisory Firms
usa today best financial advisory firms 2023 logo for wellspring financial

Award based on independent survey carried out by USA TODAY and Statista. Firms need to be nominated by a participant in the survey. No prior registration is required, and no costs are involved for the nomination. The recommendations for each firm are summarized and evaluated anonymously. 
In addition to the survey results, additional metrics (e.g., data in relation to assets under management (AUM)) will be included in the final analysis.

Egging Economic Growth

Yes, it’s nearly time for the Easter Bunny, and I hope your favorite chocolates appear along-side your peeps and colored eggs. However, in this letter

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Leaping Forward

On this unique day, February 29th, we leap into March.  Every 4 years we experience a Leap Year, and 2024 marks that time.  We can

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The Good Old Days

When I talk with both my clients and others, I often hear the longing for ‘the good old days’. As we are incrementally close to

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Upping Your Odds

In last month’s letter, I wrote to you about what were universally bad investment practices – simply bad bets if you looked at all the

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What Investing is Not

Investing and comprehensive financial guidance (when done well), should yield 3 primary outcomes to the client and/or investor: Everything, literally EVERYTHING, at Wellspring Financial Partners

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