Who We Are

Success creates unique opportunities, but these opportunities often create unique challenges. Wellspring Associates provides Clarity for Complex Issues™ through comprehensive wealth strategies that help address these challenges and establish your Unique Wealth Philosophy™.

As a wealth planning and consulting firm, we work with affluent, multi-generational families, family offices and their advisors to fully integrate wealth transfer, business succession and philanthropic planning.

Our Wealth Integration Solution™ begins by helping you clarify your goals, clearly defining what matters to you and identifying your family legacy.

Guided by your Unique Wealth Philosophy, we coordinate with your advisors as we chart and navigate your plan.

We do not replace the professional advisors you know and trust, such as your personal attorney, corporate attorney, CPA or investment advisor. We integrate your advisors to develop a comprehensive plan that addresses the issues of importance to you and your family.

Many attorneys and CPAs introduce their clients to Wellspring Associates because our comprehensive approach and financial modeling helps them better serve their clients.

You can count on us to be there through time, maintaining and adjusting your plan as new issues and opportunities arise. We do not simply plan and advise, leaving you to execute the plan. We form long-term, dedicated relationships.

Wellspring Associates serves families of significant wealth across the United States, with offices in Atlanta and Dallas.