As a provider of fee-based wealth management services, our compensation is directly tied to our clients' success. Working on a fee basis helps us remain true to our vision of offering clients sound financial advice that is completely transparent and free of conflicts of interest.

The WealthSpring Wealth Management process is comprehensive and ongoing. It includes ongoing oversight of your investment portfolio in combination with personalized proactive financial planning services.

We charge a straight-forward annual fee payable in quarterly increments. The fee is a small percentage of the assets we manage for you, and include a sliding scale that decreases as the amount of money managed increases, and covers all of our comprehensive wealth management services. We will quote your exact fee after meeting with you for an initial complimentary consultation.

While we do not require a strict minimum portfolio size in order to work with us, our services are generally most beneficial for clients who have at least $500,000 in investable assets and who seek to delegate the management of their assets and receive expert assistance in all areas of their financial lives.

Why WealthSpring?

The way you earned your money was no accident. The way you manage it shouldn’t be either. More

Meet the Team

Get to know WealthSpring Principals Mark Culhane and Mark Alevizos. More

Our Clients

Our clients are busy, successful people who want to simplify their lives without sacrificing their goals. More

Strategic Partners

We know that no single firm or professional can adequately provide every solution to those with complex needs. More