We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

• Investing principles and strategies
• Retirement investing and distribution strategies
• Estate conservation issues
• Risk management

We also can answer your questions, including:

• Can I retire early?
• Are my investments working hard enough?
• What's the best approach for college savings?
• What are the elements of a sound estate strategy?
• Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Jeff Waldron

Founder

Phone: (412) 307-1900

Fax: (412) 927-2802

Email: jeffgw@wellspringwm.com

Jeff G. Waldron is the founder and managing director of Wellspring Wealth Management, Ltd. An experienced wealth management advisor, he has been involved in the financial planning field since 1997. Jeff guides his clients through the financial complexities of managing their wealth, providing the education, information and resources required to make clear and confident financial decisions. He begins by assisting clients in identifying their life goals, needs and priorities, and then formulates a strategic action-plan to help pursue goals and monitor each client's progress.

Jeff assists clients in navigating through the essential dimensions of their financial lives and financial stewardship. He guides them through eight primary dimensions of wealth management which include balance sheet, cash flow, income tax planning, risk assessment, retirement planning, asset productivity and protection, estate and legacy planning and philanthropic/charitable giving.

Click on Our History to learn more about Jeff and Wellspring Wealth Management.