The Challenge
Robert had an excellent advisor who was missing the most important dimension.
- Current advisor delivered consistent 12% returns but dismissed faith discussions as "personal matters"
- Felt increasingly uncomfortable discovering portfolio holdings in companies funding abortion and pornography
- Wanted to increase giving beyond tithing but advisor only focused on tax minimization
- Wife felt excluded from meetings that were "all numbers, no heart"
- Successful peers at church couldn't relate to the complexity of sudden wealth
- Growing tension between gratitude for the blessing and guilt about having so much
The Approach
Wellspring brought the missing piece—faith integration without sacrificing excellence.
Started With Spiritual Alignment
- First meeting began with prayer, not performance reports
- Explored what God might be calling Robert and his family toward
- Identified ministries and causes already on their hearts
- Discussed biblical principles of stewardship and generosity
Maintained Professional Excellence
- Kept all the sophisticated strategies that were working
- Enhanced tax planning specifically around charitable giving
- Restructured portfolio to exclude biblically-conflicting companies
- Improved diversification while adding values-based screening
The Results
Robert discovered he could keep world-class financial management while adding Kingdom purpose.
- Returns actually improved to 13.2% with biblical screening in place
- Established family foundation focused on local ministry support
- Increased giving to 25% of income through strategic planning
- Wife now actively engaged in quarterly planning meetings
- Connected with other Christian business owners navigating similar wealth
- Peace replaced anxiety about wealth stewardship
Note: The above case study is hypothetical and does not involve an actual Wellspring client. No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience the same or certain level of results or satisfaction if Wellspring is engaged to provide investment advisory services. Each client's situation is unique, and we customize our approach to align with your specific calling and circumstances.
