Wellspring is an independent multi-family office offering holistic financial services to ultra-high-net-worth individuals and families. Our comprehensive offerings include investment advisory, income tax planning and compliance, financial and estate planning, risk management and multi-family office services.  

We believe financial planning and investment counsel should be abundant and in continual supply. As a fee-only advisor, we follow an open architecture system that assures our advice and counsel is unbiased and always puts the client first.

We believe it's not what we do that is unique— it's how we do it. Life’s circumstances may change, but our approach remains consistent. Properly positioning our clients in life’s mainstream is the result of close and regular communications. Our experience allows us to know the right questions to ask and when to ask them. This is what has made us so successful at creating and growing the most valuable capital of all— human capital.

Our focus is not limited to net worth and investment capital. We recognize the importance of human capital and our relationships are typically multigenerational in nature. At Wellspring, making sure our clients both live well and sleep well is more than a tagline— it's our constant focus, passion, and reason for being.

Consulting

Investment Management

Venture Capital

Wellspring Financial Advisors

Wellspring Financial Advisors' headquarters in Cleveland, OH, United States

Description

People (7)

Michael T. Novak, CPA/PFS, AEP®

Laura Capuozzo, FPQP®

Richard J. T.

Cfp® Halle Chelko

Cfp® James J. Smerke

Eric Hanna

Jenna Staton

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