Wealthspring Financial Advisors, LLC

Overview

Wealthspring Financial Advisors, LLC is an independent, owner-operated registered investment adviser focused on individual and family clients. The firm concentrates on financial planning and portfolio management for individuals and small businesses, operating with a fee schedule that includes a percentage of assets under management, hourly fees and fixed-fee engagements. Investment activity centers on pooled public vehicles—primarily mutual funds—supplemented by insurance products and commodity exposures. Wealthspring does not position itself as an active ESG investor, and it operates as a single-state adviser rather than a multi-state or institutional pension consultant. Strategy and manager selection emphasize broad public-fund allocations for core exposure, with alternative allocations limited and targeted rather than a primary focus of the business. The firm provides discretionary portfolio management for most of its client base and structures engagements to include financial planning work alongside ongoing investment oversight.

Assets & Accounts

Investments & Alternatives

Location & Offices