Sally Smith's Contact Details

Sally Smith's Company Details

Wellspring Foundation

Sarasota, FL, US • 5 - 9 Employees
Financial Services

Building and Preserving Your Legacy Through Careful PlanningWellspring employs a disciplined, systematic planning process that is the cornerstone of our relationship with our clients. We believe that an effective plan provides clear direction, but remains flexible enough to respond to changes in the market and family circumstances. We believe that by working in concert with our clients and tailoring each facet of the portfolio to their individual needs, we can develop a portfolio that will prove successful and viable.The planning process begins with a discussion of your vision – your dreams, hopes, concerns, and challenges. Next, we project cash flows and conduct an intense analysis of your investment portfolios, tax situation, and estate plans in order to uncover disconnects between your objectives and current financial structures.Finally, your dedicated Wellspring team translates your vision into a comprehensive strategy that has the highest probability of meeting your individual objectives.Look to Wellspring to Provide:•Sophisticated Risk Modeled Asset Allocation•Cash Flow / Liquidity Planning•OPAL (Optimal Portfolio Allocation) Overlay•Customized Portfolio Construction •Institutional Offerings•Customized Fixed Income Portfolios•"Invitation Only" Alternative Investments•Customized Aggregation & Performance Reporting