About Wellspring
Financial Partners®
About Wellspring
Wellspring Financial Partners® is a wealth management and financial planning firm based in Tucson, Arizona. Although we are located in the heart of the Sonoran Desert, we serve clients nationwide. We are a trusted guide and an independent fee-only fiduciary, where we are legally obligated by law to do what is in the best interest of the client, offering unbiased advice to empower clients to achieve financial success.
For Individuals and
Employee Participants
For Individuals and
Employee Participants
We proactively guide you on your way to building wealth and taking control of your financial life. Our financial planning process is an ongoing, comprehensive, and collaborative process offered at an affordable cost of only $320 for individuals and families and $160 for plan participants if their employer uses Wellspring as their plan advisor. We want you to have confidence in your financial plan, which is why we are a fee-only, commission-free, fiduciary advisor.
Wealth Management
A customized and thoughtful investment strategy integrated with your financial plan will give you the best opportunity for success. We take a long-term approach to investment management, and our custom-built investment portfolios use low-cost, globally diversified, and tax-efficient funds. We are committed to helping you take control and understand your financial world.
Financial Planning
We want you to have a realistic game plan to take control of your financial life. Our advice is unique to your individual goals and circumstances – because financial planning is not a one-size-fits-all matter.
For Employers
For Employers
Retirement Plan Management
Some employers view a retirement plan as a checkbox, an administrative chore, and a legal liability. Wise employers know that a retirement plan is essential in attracting and retaining employees. Your time should be spent growing your business and enjoying your personal life. Hiring an advisor like Wellspring Financial Partners® can save you time managing your company’s retirement plan. We specialize in employer retirement plans, and our dedicated team will support you with your management responsibilities.
Retirement Plan Management
Some employers view a retirement plan as a checkbox, an administrative chore, and a legal liability. Wise employers know that a retirement plan is essential in attracting and retaining employees. Your time should be spent growing your business and enjoying your personal life. Hiring an advisor like Wellspring Financial Partners® can save you time managing your company’s retirement plan. We specialize in employer retirement plans, and our dedicated team will support you with your management responsibilities.
Why Choose Wellspring Financial Partners®?
We focus entirely on our clients’ financial well-being. We have always been fee-only, and we never take commissions. We don’t have any products to sell. Because we’re not paid to sell any financial product, our focus is only on your success. When you choose Wellspring, you will have access to a dedicated advisor who is readily accessible, ready to go the extra mile, and always on your side.
Our Mission
Our goal has always been to help every client reach financial freedom and success so they can take care of themselves, their families, and their community. We fulfill our mission by optimizing their current financial wellness and retirement readiness level for every client we serve through a comprehensive view of their financial affairs.
Our Promises to You
We will LISTEN to learn your unique situation.
We will PARTNER with you to create your plan.
We will IMPLEMENT your investment plan.
We will MONITOR your plan’s progress.
We will SUPPORT you with personal attention.
Our Values
We bring the following values to our clients:
Organization
Accountability
Objectivity
Proactivity
Education
Partnership
Organization
Accountability
Objectivity
Proactivity
Education
Partnership
It is not uncommon that our clients require the counsel of disciplines that are in addition to our
financial planning expertise. In order for you to be confident in planning for your future,
know that we have carefully vetted other resources for you to utilize that deliver
competencies in law, real estate, insurance, taxes, business and more.
Information disclosures about Wellspring can be found below:
Additional information about Investment Metrics, Inc. doing business as Wellspring Financial Partners® is available on the Internet at www.adviserinfo.sec.gov. You can view our firm’s information on this website by searching for our name, Wellspring Financial Partners®, or our firm’s CRD number, 158872.
