Your financial objectives. Our strategic roadmap.
Wellspring Consulting is an independent wealth management firm located in the Silicon Valley/San Francisco Bay Area. In 2001, Dr. Reuben K. Chen, founded Wellspring with the goal of building a reputable firm that provides advice and financial planning accessible to families and individuals of different wealth levels.
At Wellspring, we believe financial planning is a lifetime process that requires a unique plan for your specific needs. That’s why we take the time to get to know you personally. Your life goals, your concerns, your priorities, and your dreams are important to us. We work closely with you to develop and manage your financial plan by optimizing solutions to help meet all your financial needs.
Different strategies for different stages of life.
Our advisory team consists of different age groups, including 30-year veterans with extensive experience and mid-career advisors with maturity and knowledge. This diversity provides you the depth and breadth of experience to guide you at every step in your journey through life. We believe our integrated team approach and creative strategies tailored to your changing needs can guide you to realize your life goals and secure your financial future. If you seek a long-term, trustworthy partner who is committed to helping you achieve your dreams, we invite you to contact us today.
Integrity. Objectivity. Competence.
These are the qualities Wellspring Consulting is committed to providing each client, every day. Our skilled, experienced and caring financial planning team always acts in your best interest. And our independence helps ensure you receive financial solutions that are consistent with your goals, needs, and priorities.
Our dedicated team of financial planners has diverse expertise in all areas of wealth management including:
- Investment management
- Retirement planning
- Income tax planning and preparation
- College funding
- Estate planning and trust services
- Asset protection, risk management and insurance
- Business advisory service and philanthropic decision-making
- Business Succession and Continuity Planning
This broad range of knowledge allows our financial advisors to deliver advice and develop plans that keep achieving your long-term goals in mind.