Wellspring Capital Management, named one of The 10 Most Dependable Wealth Managers of Northern California in 2008 by Goldline Research, is a Palo Alto based firm that has been helping individuals, families, and businesses achieve their financial goals since 1993.

Since Wellspring is an independent fee-based investment advisory firm, our clients only receive unbiased investment advice. With this framework, the firm’s interest always remains aligned with the client’s interest. Wellspring strives to understand the client’s situation, risk tolerance, and investment goals first. Only then will a strategy be offered that is best suited to achieving those goals.

We work with high net worth individuals and businesses and focus on the preservation of wealth, investment growth, and maintaining income during retirement years. We provide our clients with ongoing advice and support, periodic face-to-face service meetings, investment strategy direction, and asset allocation analysis.

Wellspring is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial well-being. We are confident that you will appreciate working with an independent Certified Financial Planner (CFP®) and professional staff that will put your best interests first.

If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 650-857-0275.