Services Offered
Investment Management
Expert portfolio management with diversified strategies tailored to your risk tolerance and goals.
Retirement Planning
Comprehensive planning to ensure a secure and comfortable retirement, including asset growth and income strategies.
Financial Advisory
Personalized advice on wealth-building, tax efficiency, and long-term financial security.
Annual Financial Reviews
Regular meetings to update you on account performance and adjust plans as needed.
Client Education
Clear explanations and guidance to help you understand your investments and financial options.
Reviews
5(5 reviews)
Rating Distribution
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Mary Keysor
via Google
about 1 year ago
Five stars and more for Patrick Zumbusch and the team at Wellspring Financial! If you are seeking financial advisory services that are top notch, extra-ordinarily responsive, deeply educational, and all served with a healthy dose of humility and empathy, then look no further than Wellspring Financial. No question is too simple and every answer is delivered promptly and thoroughly. Highly recommend!
T
Tom Strasburgvia Google
about 1 year ago
Everyone at Wellspring has been terrific to work with. We had a previous advisory firm that did not perform well through some "down" years in the market. When we moved to Wellspring several years ago, Pat Zumbusch and his team put together a responsible program and have followed it religiously through th "ups and downs" of the markets. The result has been steady performance and reasonable growth of our assets. In addition, Pat and his team meet with us annually and discuss our financial situation in terms that my wife and I can understand. If something happens to me she will be very comfortable working with everyone at Wellspring.
E
Ellen Alexandervia Google
about 1 year ago
Wellspring is terrific. Since first meeting Pat Zumbusch we have had a level of confidence in how our money has been invested and that confidence has been rewarded in the success of the advice. Besides this, Pat and his team show a warmth towards us that is unusual for finance advisors. We can't say enough good things about them!
D
Dave Cornellvia Google
over 1 year ago
Our experience with Pat and Wellspring Financial Partners has been exceptional. First of all, Pat and his team handle our money with great expertise and we TRUST Wellspring with our financial future. They are always quick to respond to our questions and regularly meet with us to keep us up to date on what is going on with our Wellspring accounts. I would highly recommend Wellspring Financial Partners to anyone seeking a trusted financial adviser.
B
Bob Shaffvia Google
over 1 year ago
Pat Zumbusch and his Wellspring Financial Partners team are remarkable. Highly talented people, with a very effective method of providing a diversity of investments, allow me to not worry about my retirement investments. But the best thing about Wellspring is the PEOPLE who serve me. It all starts at the top with Pat, but his people follow his lead and provide timely, thorough, and expert advice...not only on my investments but on my planning for the future. I am proud to recommend Pat Zumbusch and Wellspring Financial Partners! I am a Customer for Life.
