General Info

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. 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 beingcharacter and healtheducation, training, and experiencepersonality and industrycreative power and our driving force to realize the economic images of the mind. 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.