WealthSpring

With offices in several locations in California—including San Luis Obispo County, Orange County, Long Beach, and the Inland Empire—we serve clients throughout the nation. At WealthSpring, our CERTIFIED FINANCIAL PLANNER™ professionals have extensive experience providing financial guidance to individuals who are accumulating and protecting assets, planning for retirement, or transferring their wealth to the next generation. In addition, our business consulting focuses solely on the needs of small- to medium-size businesses and the business owners. We also have specific expertise in working with executive-level professionals, medical professionals and medical groups, independent practitioners (lawyers, accountants, etc.), and educators. At WealthSpring, we believe in the power of choice created through independence. After all, it was that same power that founded our firm! When you go to a big financial professional with a famous Wall Street name, you don’t necessarily get that choice. While many big-name firms offer quality financial products, some of the ones that a financial professional can offer you are often chosen by a big corporation. That choice is made by people who don’t know you, and they often impose sales quotas on the financial professional helping you. In other words, your investment and insurance choices are often limited choices. We don’t think that’s the right way to do business. Here is what makes us different: We are 100% independent, plain and simple. We are free to advise our clients on what's best for them and have no pressure whatsoever from the organizations we affiliate with. We adhere to a fiduciary standard, which means we put our client's interests first in all circumstances. We are not a marketing firm. Our business is that of independent financial planning for individuals, families, and companies. When you meet us, we believe you'll notice that right away. We will take the time to understand your goals and concerns, because those discussions ultimately help us determine how your financial plan should look. We have built our reputation on proactive client service and goal-focused financial advice. While there are thousands of investment professionals in the market, there are far fewer professionals who would see to it that your investment strategy is built around your financial goals. Your investments have an end purpose in mind, and we take that into account. We also provide every client with a pre-discussed level of service. We meet with you regularly, we return your calls promptly, and we follow-up on tasks in a timely manner. Our firm can also work with you in whatever way you are most comfortable, whether it's in-person meetings, conference calls, secure e-mail communications, or a combination of all three. Investment performance is important to us, but so is risk control and cost control. While performance can never be guaranteed, the management of risk and costs can help add to your total return. We don't "lock" ourselves into any one investment ideology. Investment management must be disciplined, but at the same time flexible. We have the expertise to address almost any financial situation. Our own team has in-depth knowledge of multiple financial subjects, and in addition, we have a tremendous amount of expert support available through our independent broker/dealer.

Address: 111 W. Ocean Blvd., Suite 1120 Long Beach, CA 90802, USA

Phone: +1 562 491 4410
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