Wealth Integration

Wealth Integration DiagramChances are you already have advisors that you like and trust: a personal attorney, corporate attorney, CPA, insurance agent, banker, broker, and others.  But do these advisors regularly communicate with each other?   How well do they coordinate their efforts?  If the services of trusted advisors aren’t well integrated, gaps and overlaps in planning are likely.  This may result in unnecessary taxes and planning that does not achieve desired goals.

The Wellspring Group does not replace your current advisors.  Instead, the goal is to help them do their jobs even better – more efficiently, more strategically, and with fewer conflicts.  In fact, many attorneys and CPAs refer their clients to us because they have experienced the Wealth Integration Solution.  Our process helps them better serve their clients, often finding additional opportunities for achieving their goals.

Our Wealth Integration Solution begins by helping you define and clarify your Unique Wealth Philosophy.  What really matters to you?  What do you want to accomplish with your success?

We then integrate all aspects of your wealth based on that philosophy. The goal: to help you set and achieve your goals and ambitions, while eliminating confusion and contradictions in your planning.