Wellspring is an independent multi-family office offering holistic financial services to ultra-high-net-worth individuals and families. Our comprehensive offerings include investment advisory, income tax planning and compliance, financial and estate planning, risk management and multi-family office services. We believe financial planning and investment counsel should be abundant and in continual supply. As a fee-only advisor, we follow an open architecture system that assures our advice and counsel is unbiased and always puts the client first. We believe it's not what we do that is unique— it's how we do it. Life’s circumstances may change, but our approach remains consistent. Properly positioning our clients in life’s mainstream is the result of close and regular communications. Our experience allows us to know the right questions to ask and when to ask them. This is what has made us so successful at creating and growing the most valuable capital of all— human capital. Our focus is not limited to net worth and investment capital. We recognize the importance of human capital and our relationships are typically multigenerational in nature. At Wellspring, making sure our clients both live well and sleep well is more than a tagline— it's our constant focus, passion, and reason for being.
View Top Employees from Wellspring Financial AdvisorsWebsite | http://www.wellspringadvisorsllc.com |
Revenue | $5.5 million |
Employees | 34 (34 on RocketReach) |
Founded | 2007 |
Address | 5900 Landerbrook Drive Suite 100, Cleveland, Ohio 44124, US |
Phone | (216) 367-0680 |
Fax | (216) 367-0690 |
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Industry | Financial Services, Finance General, Multi-family Office, Finance, Financial and Estate Planning, Investment Management, Income Tax Planning and Compliance, Family Consulting and Education, Life Planning, Estate and Wealth Transfer, Strategic Philanthropy and Administration, Business Succession |
Web Rank | 16 Million |
Keywords | Wellspring Cleveland, Wellspring Advisors |
Competitors | HBKS Wealth Advisors, Pillar Wealth Management, Poulos Advisors, Inc., Selkirk Wealth Advisors, LLC, Waterford Advisors, LLC |
SIC | SIC Code 6211 Companies, SIC Code 62 Companies, SIC Code 621 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies |
Looking for a particular Wellspring Financial Advisors employee's phone or email?
The Wellspring Financial Advisors annual revenue was $5.5 million in 2024.
Michael Novak is the Senior Managing Director of Wellspring Financial Advisors.
34 people are employed at Wellspring Financial Advisors.
Wellspring Financial Advisors is based in Cleveland, Ohio.
The NAICS codes for Wellspring Financial Advisors are [52, 523].
The SIC codes for Wellspring Financial Advisors are [6211, 62, 621].