About Us

Our firm traces its origins to 1981, when a Harvard-educated attorney left his private legal practice and founded a financial consulting firm. At that point, we began a three decade focus of providing solutions to issues that impact the lives of wealthy families and, in particular, the protection and tax-efficient transfer of intergenerational wealth. What started as a company with a single Texas-based location and three employees has grown into a national firm with two offices located in Atlanta and Dallas.

In 2009, when the partners of our firm reacquired ownership following a brief merger with a corporate parent, our rebranded name was selected because, according to Webster’s Dictionary, a wellspring is a “source of continual supply.” We believe we are a source of continual supply in terms of ideas and strategies for our clients, who can count on us to be there for them through time.

The Wellspring Group: We understand wealth. We provide unique strategies. Our goal is to give your wealth the respect and attention it deserves.