Our Team

Based in Atlanta and Dallas, Wellspring Associates has earned a reputation over the past decades for capably identifying wealth strategies for affluent, multi-generational families, and business owners. We do not simply plan and advise. We form long-term relationships to achieve clients’ goals through wealth transfer, business succession, and philanthropic planning.

Wellspring Associates partners with your existing team of professional advisors including personal attorneys, corporate attorneys, CPAs, and investment advisors to chart and navigate a well-coordinated plan. Our Wealth Integration Solution™, along with our comprehensive approach and financial models, is used to identify a overall wealth philosophy that serves to guide each aspect of your plan.