Wealth Management For Individuals
Wealth Management For Individuals
Helping You Reach Your Financial Goals
Wall Street wants you to speculate, but Wellspring Financial Partners wants you to invest and take financial control over your life. Unlike Wall Street, our mission is to give you the highest probability of financial success, and that takes a well-laid-out, highly personalized plan.
As a Wellspring client, you can feel confident and optimistic about the future, with the knowledge that a team of experienced advisors is looking out for your best interest. We develop our plans based on a full understanding of what is truly important to you and your life. We aim to understand your vision for the future and your challenges today and provide advice that is unique to your goals and circumstances.
Our Services
Wellspring Financial Partners provides a rich suite of services for the employer and employee designed to make the Employee Retirement Income Security Act (ERISA) retirement plan truly work for both.
Financial Planning
We've made it easy and cost-effective for you to get a well-thought-out financial plan. Our objective is to create a financial roadmap that helps you achieve your goals while maintaining the standard of living you enjoy.
Your financial plan will answer important questions such as:
How do I afford/accomplish the goals that are most important to me?
How do I cut through all the noise and make wise decisions as to where my money should be invested?
Will I be able to leave any money to charities or causes that are important to me?
What are the best investments for me?
What is my net worth now?
What does my retirement income look like? How can I improve it?
Am I saving enough, not enough, or too much?
Do I have too much/too little life insurance?
When should I retire? When’s the earliest I can retire if I’m willing to make certain trade-offs?
What do I do in a year when the markets change (perhaps dramatically)?
Financial Advising
The financial world can be complicated. Most of the financial services industry is serving itself, not you as the consumer. Our job as financial advisors is to help make the financial world simple and to make it work for you. We’re here to listen, guide and teach you, and help you manage your finances as if they were our own.
Investment Advising
Your retirement funds represent only a portion of your financial world. For many, it’s the largest asset they have for retirement. For others, it’s a complement to other accounts. Wellspring can help you with investment funds including your retirement accounts.
Whether you have retirement accounts, taxable accounts, and/or trust accounts, you can rely on Wellspring to invest all your funds for you, in your best interest. We invest as your fiduciary and we do it with a sound financial plan, and a deeply passive (not dependent on routine buying and selling), intelligent investing approach. We believe this type of investment strategy will bring the highest potential for success possible, as it utilizes a broad and diversified approach to stocks, bonds, and other investments.
Investment Monitoring
We take great pride in our openness, candor, and honesty. We’re completely transparent about our fees, costs of investments, and the performance of your investments. We provide tools and access to help you view and monitor your results. We’re also at your service to adjust your plan as needed.
Personalized Financial Services
Wellspring offers a variety of financial services and we can help you plan for the future and reach your goals. We personalize our advice to your unique needs, desires, and circumstances and we are fee-only, meaning we don’t get a commission to promote certain investments.
