{"id":374,"date":"2018-02-05T02:09:37","date_gmt":"2018-02-04T21:09:37","guid":{"rendered":"http:\/\/75.103.113.90\/?page_id=374"},"modified":"2022-04-18T15:14:48","modified_gmt":"2022-04-18T19:14:48","slug":"client-relationship","status":"publish","type":"page","link":"https:\/\/wellspringwealth.com\/client-relationship\/","title":{"rendered":"Client Relationship"},"content":{"rendered":"

Philosophy of Service<\/h1><\/span>
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For over three decades, Wellspring Wealth has provided customized wealth strategies for successful families and business owners. Our philosophy of service is based on an unwavering commitment to the following principles:<\/p>\n

    \n
  • Honesty<\/strong>\u00a0and\u00a0integrity<\/strong><\/li>\n
  • A\u00a0commitment<\/strong>\u00a0to be there for your family through time<\/li>\n
  • Uncompromising<\/strong>\u00a0personal service<\/li>\n
  • Complete\u00a0accountability<\/strong>\u00a0for our actions<\/li>\n
  • Unbiased<\/strong>\u00a0advice<\/li>\n
  • Full and\u00a0unconditional disclosure<\/strong>\u00a0of all factors, including risks and fees<\/li>\n
  • Dependability<\/strong><\/li>\n
  • The belief that good\u00a0communication<\/strong>\u00a0is the key to building successful, long-term relationships<\/li>\n
  • High standards<\/strong>\u00a0for every member of our staff and every firm whose services we recommend<\/li>\n<\/ul>\n<\/div>
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    The Wisdom of Working with a Multidisciplinary Team of Experienced Wealth Advisors<\/h1><\/span>
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    Our mission is to deliver exceptional financial guidance and personalized service.\u00a0 We help you build and preserve your wealth, create a strategy for passing on a lasting heritage to loved ones, or meaningful charities, and help you pursue your life’s aspirations.<\/p>\n

    At Wellspring Wealth, our advisors adopt a team approach to holistically advise our clients concerning their complex needs.\u00a0 Our team has a combined 200 plus years of industry experience.\u00a0 We would be honored to speak with you about your challenges and opportunities.<\/p>\n<\/div>

    Meet Our Team<\/h2><\/span>
    <\/div><\/div><\/div>
    \"Our<\/span><\/div><\/div><\/div>

    Our Services Include<\/h2><\/span>
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    • Comprehensive financial planning<\/em><\/li>\n
    • Advanced estate planning<\/em><\/li>\n
    • Investment consulting<\/em><\/li>\n
    • Tax-sensitive investing<\/em><\/li>\n
    • Single stock risk management<\/em><\/li>\n
    • Qualified and non-qualified retirement plans for businesses<\/em><\/li>\n
    • Executive compensation arrangements<\/em><\/li>\n
    • Trust services<\/em><\/li>\n
    • Business exit planning<\/em><\/li>\n
    • Insurance planning<\/em><\/li>\n
    • Foundation and endowment guidance<\/em><\/li>\n<\/ul>\n<\/div>
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      Client Bill of Rights<\/h1><\/span>
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      Quality of Service<\/h3>\n

      You are entitled to a high level of proactive, courteous service from all associates of our firm.<\/p>\n

      Trusted Advisors<\/h3>\n

      You have the right to work with a trustworthy, dependable advisor focused on you and your family\u2019s needs. We strive to develop a personal relationship with you through insightful communication highlighting our core beliefs, investment outlook and management philosophy.<\/p>\n

      Recommendations Based Upon Your Needs<\/h3>\n

      You have the right to independent and unconflicting advice and recommendations based upon your established goals, needs and tolerance for risk. Through holistic wealth planning, your needs are clearly defined and constantly monitored.<\/p>\n

      Confidentiality<\/h3>\n

      You have the right to the strictest levels of confidentiality with all information provided to our firm.<\/p>\n

      Transparency<\/h3>\n

      You have the right to a transparent relationship and to clearly know the costs for our advisory services. We will strive to be clear and concise in all communications. If you have a question, it is our duty to answer it for you in an understandable way.<\/p>\n

      Prompt Response & Timely Communication<\/h3>\n

      You have the right to a prompt response from our team. As your trusted advisor, Wellspring Wealth strives to return calls by the end of each business day. Should a request require additional research, our team will set a clear time frame for a resolution. Additionally, when you become a client, you will be provided the direct phone numbers of your advisor and their team.<\/p>\n

      Education and Updates<\/h3>\n

      You have the right to continual education and updates along the way to accomplish your goals. Our team will project reasonable expectations and refinement in the development and constant monitoring of every aspect of your plan.<\/p>\n<\/div>

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      Built for Referrals<\/h1><\/span>
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      Wellspring Wealth strongly believes that the greatest compliment a client can pay an advisor is to recommend their services to someone that they know and care about. Consequently, we aspire and are intentional in our pursuit of referrals because we readily recognize that it is a tribute to our work and a reflection of a well-served client. In essence, we seek clients that are advocates of Wellspring Wealth.<\/p>\n

      To foster a successful relationship which experiences no reservations in becoming an advocate of our firm, it is our goal to do the following:<\/p>\n

        \n
      • Develop the right\u00a0chemistry<\/strong>\u00a0with our clients and bring a\u00a0\u201cpresence\u201d<\/strong>\u00a0to the relationship<\/li>\n
      • Personalize<\/strong>\u00a0and\u00a0humanize<\/strong>\u00a0the experience of being a client of Wellspring Wealth<\/li>\n
      • Know you as well as we would a\u00a0life-long friend<\/strong><\/li>\n
      • Give you our\u00a0undivided attention<\/strong>\u00a0when we have the opportunity to connect<\/li>\n
      • Respond to your needs with the utmost\u00a0efficiency<\/strong><\/li>\n
      • Communicate and\u00a0share ideas<\/strong><\/li>\n
      • Constantly ask ourselves \u2013\u00a0\u201cHow are we going to change the world of our clients?\u201d<\/strong><\/li>\n<\/ul>\n<\/div>
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        Concierge Services<\/h1><\/span>
        <\/div><\/div><\/div>

        We firmly believe that our clients deserve the very best life has to offer.\u00a0 After all, you have earned it!\u00a0 In addition to providing quality wealth management services, we are proud to offer a variety of concierge services designed to help you relax and enjoy the finer things in life.<\/p>\n

        Here are just a few of the services for which we can provide assistance and referrals\u2026<\/p>\n

          \n
        • Luxury\/Lifestyle Purchases (Autos, Aircraft, Yachts, Art)<\/li>\n
        • Private Charters (Limousines, Aircraft, Buses)<\/li>\n
        • Travel Services (Cruises, Airlines)<\/li>\n
        • Private Club Memberships (Social, Golf, Tennis)<\/li>\n
        • Golf or Tennis Lessons<\/li>\n
        • Massage Therapists and Spas<\/li>\n
        • Personal Training<\/li>\n
        • Outdoor Recreation (Horseback Riding, Fly Fishing, Quail & Pheasant Hunts)<\/li>\n
        • Tickets for Special Events (Concerts, Sports, Plays)<\/li>\n
        • In Home Musical Entertainment (Violinist, Cellist, and Pianist)<\/li>\n
        • Gift Baskets and Flowers<\/li>\n
        • Jewelers<\/li>\n
        • Mobile Auto Detailing<\/li>\n
        • Catering<\/li>\n<\/ul>\n<\/div>
          <\/div><\/div><\/div><\/div><\/div><\/div><\/p>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"100-width.php","meta":{"footnotes":""},"yoast_head":"\nClient Relationship - Wellspring Wealth<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/wellspringwealth.com\/client-relationship\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Client Relationship - Wellspring Wealth\" \/>\n<meta property=\"og:url\" content=\"https:\/\/wellspringwealth.com\/client-relationship\/\" \/>\n<meta property=\"og:site_name\" content=\"Wellspring Wealth\" \/>\n<meta property=\"article:modified_time\" content=\"2022-04-18T19:14:48+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"13 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/wellspringwealth.com\/client-relationship\/\",\"url\":\"https:\/\/wellspringwealth.com\/client-relationship\/\",\"name\":\"Client Relationship - 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