Wellspring Financial Advisors
Wellspring Financial Advisors is a multi-family office based in Cleveland, Ohio. Established in 2007, the firm offers financial services to high-net-worth individuals and families. Its services include investment advisory, income tax planning and compliance, financial and estate planning, and risk management services. The assets are managed by the executive management team.
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6team members
1Partner
1Principal
4Advisors
Investment Team
6 team members
Name
Title
Role
Contact
MN
Michael Novak
Founder & Chief Executive Officer
Partner
MN
Michael Novak
Partner
Founder & Chief Executive Officer
RJ
Richard Joseph Turgeon
Chief Investment Officer & Senior Managing Director
Principal
RJ
Richard Joseph Turgeon
Principal
Chief Investment Officer & Senior Managing Director
BA
Bill Ambrogio
Managing Director & Senior Wealth Advisor
Advisor
BA
Bill Ambrogio
Advisor
Managing Director & Senior Wealth Advisor
JS
Jenna Staton
Managing Director & Senior Wealth Advisor
Advisor
JS
Jenna Staton
Advisor
Managing Director & Senior Wealth Advisor