Our Philosophy
We are not for everyone
Our clients share our belief that money is only one consideration in making their financial decisions. Family dynamics, charitable inclinations, business considerations and emotions may also be involved, and rightly so.
The deeper our knowledge of the client, the more effectively we can work through the complexity that may make the balance of wealth and life seem elusive.
Due to the high degree of commitment that our clients ask of us, we limit our practice to those we believe may benefit most from our level of private financial counseling.
Creating the clarity to act
Clients trust us to filter the ever-increasing noise of the financial world, and bring them only those issues that are most likely to have an impact on their planning. This ability is critical as the financial world continues to grow more complex.
Execution is crucial
We know that execution of a financial plan requires a combination of ongoing coaching, coordination and analysis to keep a client on track. Strategies need to continually be adapted to changes in the marketplace and your life.
Fee-based objectivity
We work to be on the client’s side. We believe charging fees for our time and effort maintains our objectivity. Fees are most often a quarterly retainer or project fee. However, when appropriate, we can also assist clients by supplying a specific product that may be required to help execute a plan.
.
 |
Our Philosophy :: Business Owner Services :: Corporate Retirement :: Private Wealth :: Resources :: Contact Us :: : Home |
Wellspring Financial 200 Canal Street Marshfield, MA 02050 781-319-0098
|
Consumer Protection & Regulatory Required Disclosures This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.
|