WealthSpring helps foundations and other looking for personalized, expert advice and investment counsel. We assist foundation staff and Boards in maximizing their limited resources through unbiased counsel in drafting Investment Policy Statements (IPS), and investing their funds appropriately in accordance with that IPS while honoring any restrictions that might apply to some or all of the funds.

We can also help corporations with the effective design, funding and administration of all types of retirement plans including:

  • Profit Sharing Plans- incorporating creative allocation formulas (age-weighted, new comparability, permitted disparity)
  • Money Purchase Pensions
  • 401(K) Plans - both turnkey and unbundled approaches
  • Defined Benefit Pensions - favoring those closest to retirement age
  • Safe Harbor 401(K) Plans
  • Simplified Employee Pensions (SEPs)
  • Owner Only (or Solo) 401(K) Plans

We provide a single source for documents, administration, education, administration and funding for your plan, and full fee transparency.

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