Our Independence Is Your Advantage

As independent advisors, we focus solely on serving your needs and acting in your best interest at all times. This provides you with the confidence you seek to pursue your definition of financial success.

• As an independent investment services firm we have no obligations to investment product manufacturers and no cross-sell quotas or home-office directives.
• We spend our time developing customized solutions for the unique challenges you face.
• As fee-based advisors we don't generate commissions. We make money when you make money so our interests remain aligned with helping you pursue your goals.

Our independence is supported by LPL Financial, the nation's largest independent broker/dealer.* The firm provides a comprehensive array of tools and resources to independent financial advisors, enabling them to provide objective financial guidance to their clients. LPL Financial has no proprietary products.

* As reported by Financial Planning magazine, June 1996–2018, based on total revenue.

The Value of a Second Opinion

If you have questions about your financial future or your current advisor's motivation, Wellspring Wealth Management will be happy to provide you with a no-obligation second opinion. The independent advisors at Wellspring Wealth Management put your interests first.

Talk to us about the importance of long-term planning with a focus on capital preservation. We invite you to discover the value of independent, objective advice coupled with deep experience and superior service.