We do not replace a family’s trusted professional advisors, such as a personal attorney, corporate attorney, CPA or investment advisor. We integrate the team of advisors to develop a comprehensive plan that addresses the issues of importance to mutual clients.
Many advisors value our coordination of the client and their legal, accounting, and insurance planning teams, both initially and on an ongoing basis, to create a more holistic, cohesive plan.
Our Wealth Integration Solution™ and Our Wealth Integration Process™ are proven system we developed and refined to help achieve a family’s goals. Comprehensive Life Insurance Planning Audits and Estate and Business Planning Audits help provide clarity through detailed review and analysis, helping to ensure planning, structures and strategies advance a family’s goals.
Attorneys and CPAs often introduce their clients to Wellspring Associates because our comprehensive approach and financial modeling helps them better serve their clients.