How we work with you

Thrivent advices process wheel

Wellspring Advisor Group is dedicated to delivering the practical financial guidance and attentive service you deserve. When you work with us, the experience is as much about helping you fulfill your values and sense of purpose as it is about achieving your financial objectives.  

Genuine relationships  

We forge deep, long-term relationships built on transparency. Through meaningful conversations, we get to know you and your family so we can better understand your expectations, concerns, goals and priorities. We then help you focus on what’s most important to you—be it the success of your family, personal aspirations or the legacy you want to leave behind.  

Purpose-based financial planning  

Our experienced financial professionals, intuitive tools and holistic process help manage your lifestyle, investment and protection needs. And our research, knowledge and expertise provide insight into the nuances of your goals—and how all the pieces fit together. As life happens and your circumstances change, we make sure you’re comfortable with your financial picture and help you stay on track.  

Objective advice  

You can depend on us to help you navigate the complex choices and challenges that planning for the future brings. We offer comprehensive solutions and strategies to help integrate all your interests, including family, lifestyle, business and philanthropy.  

Let’s get started 

What sort of help do you need? Take a look at the list below to see which area(s) you’d like to explore further. Then call or email us to set up a consultation. We look forward to helping you spring into the future with confidence.  

  • Spending mindfully: Using your money in a way that reflects your values and supports your financial goals. 
  • Borrowing responsibly: Taking on debt responsibly to cover major expenses and building credit over time. 
  • Building purposefully: Investing your assets in ways that may help you achieve your goals and positively impact your family, community and the world. 
  • Protecting flexibly: Providing the protection you and your family need as your lives change.