Our Advantage

Like selling a home, life insurance service often ends at the closing of sales. As the nature of life insurance compensation structure, there is no incentive for insurance producers to provide ongoing services unless to sell more.

Unlike other insurance producers who solely sell insurance products, Wellspring offers comprehensive wealth management services. We start from a customized financial planning based on your holistic financial picture. In our practice, we use publicly traded securities, like stocks, bonds, etc., as your core portfolio. We introduce insurance only when we think it fits. As we manage your whole portfolio, we consider your best interest and diligently service your policies for years to come.

Our advantages include:

  • Proprietary Products
  • Variety of solutions
  • Market Insight
  • Asset Allocation Viewpoints
  • Underlying funds/performance monitoring
  • Various industry designations, include Chartered Financial Analysts (CFA®) Charter holders, CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, Certified Public Accountants (CPA), Chartered Life Underwriter®(CLU®) professionals, etc.