Success fosters new opportunities, which can often produce a fresh set of challenges. Wellspring Associates, a wealth planning and consulting firm, has a history of anticipating and planning for these circumstances. We work with affluent, multi-generational families, family offices, and their valued advisors to create integrated wealth transfer, business succession, and philanthropic plans.
Wellspring Associates provides comprehensive planning audits to uncover the gaps, overlaps, and conflicts of each client's current plan. Our process then helps integrate and update the client's plan based on their goals, values, and overall wealth philosophies. Where do you really stand? Are your goals clearly defined?
Wellspring Associates provides comprehensive planning audits to uncover the gaps, overlaps, and conflicts of each client's current plan. Our process then helps integrate and update the client's plan based on their goals, values, and overall wealth philosophies. Where do you really stand? Are your goals clearly defined?
Services
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.
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.
Learn more about partnering with Wellspring Associates and making our community part of your story. Wellspring Associates serves families of significant wealth across the United States, with offices in Atlanta and Dallas. Wellspring Planning Group, LLC, a state (GA, TX) registered investment advisor, is an affiliate of Wellspring Associates.
Wellspring Associates develops long-term relationships with affluent, multi-generational families, family offices, and their advisors to fully integrate wealth transfer, business succession, and philanthropic planning. We have built and refined our Wealth Integration Solution and Wealth Integration Process to empower clients to achieve their goals.
Traditional planning can be confusing and time consuming. In contrast, Wellspring Associates' Wealth Integration Solution defines the issues, providing efficient, common sense strategies that eliminate uncertainties and contradictions - it's what we call Clarity for Complex Issues. This fine-tuned system is designed to meet your diverse needs by clarifying your individual goals and setting a clear path to achieving them.
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