Wellspring Financial Advisors

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Wellspring Financial Advisors Overview

Type
Multi Family Office
Year Founded

General Information

Wellspring Financial Advisors is a multi-family office headquartered in Cleveland. Founded in 2007 by CPA Michael Novak, whose roots lie in accounting and estate planning, the firm advises ultra-high-net-worth individuals and families on integrated investment management, tax planning, estate and wealth transfer, risk management, family governance and education. Its collaborative team structure aligns fiduciary advice with clients’ multigenerational goals while supporting philanthropic strategies and business succession planning.

Contact Information

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:
Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
44124, Cleveland, Ohio, US, 5900 Landerbrook Drive, Suite 100

Portfolio & Notable Allocations

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