Private Wealth

Each client has a specific, optimum way to use their wealth.  Wellspring's professionals help clients find their specific way and determine what concrete actions and steps should deliver the desired results.  This can take effort, but once done it provides the determination and motivation to take the appropriate steps to balance life and wealth. 

Traditional wealth strategies such as asset protection, proper investment management, improved business strategies, or intelligent selection of charities certainly anchor many plans, but the list goes on to accommodate each client’s special needs.  For example, Wellspring's professionals can arrange and conduct family meetings or assist in developing wealth education for children. 

The goal is to help align our clients’ wealth decisions with their energy and the principles by which they live.  We believe this is the only way to inform their decisions with focus and inspiration. 

The right action
Money comes from two sources: People at work and money at work. Money at work is the focus of our balance sheet review.  We look for your “active” net worth, the assets that can or should drive appreciation and cash flow.  Our goal is to help you create a money machine of the highest efficiency. 

We also seek to help our clients protect and nurture something even more fundamental and precious than tangible assets: their “human life value”. 
Professor S.S. Huebner of Wharton, whose writing advanced the concept of human life value, defines it as a person’s earning capacity resulting from “the economic forces that are incorporated within our being…character and health…education, training, and experience…personality and industry…creative power and our driving force to realize the economic images of the mind.”
(private wealth)

Professor Huebner believes that this life value is the cause of all other values and not merely an effect.  “Were it not for life value,” he says, “there would be no property values at all”.

We believe that helping our clients protect and promote their human life value helps them promote the long-term creation of wealth.