Our firm was founded in 1981 by a planning attorney and accountant who recognized that by combining forces they could provide more effective and comprehensive counsel to their mutual, affluent clients. To achieve optimal results, they expanded this collaboration to include a client’s entire team of key advisors. Born from this shared vision, an exclusive partnership was formed to help business-owning families of significant wealth articulate and realize their goals.
Today, Wellspring Associates has fine-tuned its founders’ philosophy into a system coined, The Wealth Integration Solution™ that helps affluent, multi-generational families, and family offices to define their overall wealth philosophy. Our fully-vetted wealth integration plans facilitate ongoing communications between key advisors to avoid gaps and overlaps while continuously evolving to meet changing family and business dynamics.