[why wellspring]

Built on Biblical Conviction, Delivered with Excellence

“Above all else, guard your heart, for it is the wellspring of life.”
[proverbs 4:23]
A wellspring is the original source before water flows anywhere else.

Your financial life works the same way. Your decisions about money flow from deeper beliefs about security, purpose, and what really matters. When those beliefs align with biblical truth, wealth becomes meaningful. When they don't, even success feels empty.

We're called Wellspring because we start at the source. Your wealth should flow from God's wisdom, not Wall Street's assumptions. From eternal purpose, not temporary goals. That's where real financial peace begins.
What We Believe
God Owns It All
This fundamentally changes every decision. When you're a manager rather than owner, risk tolerance shifts, generosity increases, and anxiety disappears. We structure everything from portfolios, estates, taxes, through this lens.

"The earth is the Lord's, and everything in it." - Psalm 24:1
Excellence Honors God
Mediocrity isn't humility. We pursue Wall Street-level sophistication because God deserves our best. This means advanced tax strategies, institutional portfolios, and comprehensive planning, all serving Kingdom purposes.

"Whatever you do, work at it with all your heart, as working for the Lord." 
- Colossians 3:23

Wealth Is a Tool, Not a Scorecard
Your net worth doesn't determine self-worth. We help families use wealth for Kingdom impact rather than keeping score. This shifts conversations from "How much?" to "What for?"
"Command those who are rich...to put their hope in God, who richly provides us with everything for our enjoyment." 
- 1 Timothy 6:17
Generosity Creates Freedom
Our most joyful clients are our most generous ones. When you plan for giving with the same sophistication you bring to investing, your wealth becomes a source of joy rather than anxiety. We integrate strategic generosity into every financial plan.
"It is more blessed to give than to receive." - Acts 20:35
[what we do]
Complete Wealth Stewardship
Comprehensive Tax Strategy
Smart tax planning that honors both your obligations and your generosity. We help you keep more for your family and Kingdom work through strategic charitable giving, optimized withdrawal timing, and tax-loss harvesting.
Retirement Income Planning
Income strategies designed to last through every season. We stress-test your plan against market downturns, optimize Social Security timing, and build in margin for both your lifestyle and generous giving.
Investment Management
Institutional-quality portfolios that match market returns while screening out companies that contradict your values. Sophisticated diversification without compromising your faith.
Estate & Legacy Planning
Wealth transfer strategies that bless your heirs without creating entitlement. We help you structure gifts, trusts, and charitable bequests that create lasting Kingdom impact across generations.
Approaching Retirement
[let's talk]

Your Wealth. Your Values.
No Compromise.

Let's have a confidential conversation about aligning your financial life with what matters most. No pressure, just clarity.
speak with an advisor
speak with an advisor
What you'll get from the call...
Financial clarity on where you are and where you want to go
Honest conversation about whether we're a good fit (no pressure)
Complimentary portfolio screening to see what's actually under the hood