WHO WE ARE:
WealthSprings LLC is fully independent advisory firm and part of the PCG Wealth Advisors investment Advisory network.
WealthSprings was founded by Ann Case in 2004 with a passion for Financial Planning and an emphasis on providing excellent client service. Robert Wright joined Ann in 2019 and as President and CEO he continues that rich tradition of excellence by building on the firms values in an ever evolving financial landscape.
WealthSprings is located in the Northland in historic Excelsior Springs, MO. In addition to this location, there are several other options for meeting with clients. Being part of the PCG Investment Management network, we can meet at one of the other PCG offices in the greater Kansas City metropolitan area. Overland Park, Briarcliff, Independence. PCG also services clients in Louisville, KY.
In addition to in person meeting options, Wealth Springs also offers virtual meetings.
HOW CLIENTS ENGAGE WITH US:
All clients are offered financial planning services through our robust planning tool- eMoney
Investment Clients can engage with us for their retirement or non-retirement accounts one of two ways. Advisory clients are charged only a flat fee and in this relationship, our firm does better when our clients do better. Brokerage is also available for clients that prefer that relationship
ERISA retirement plan services are offered through an outside business activities and relationships Insurance Products are offered through outside business activities and relationships as well.
About LPL Financial
LPL Financial is one of the nation’s leading financial services companies and publicly traded company under ticker symbol LPLA. The firms mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information LPL Financial, visit www.lpl.com. Click here for more information on LPL Financial.
Investment advice offered through PCG Wealth Advisors, a registered investment advisor. PCG Wealth Advisors and WealthSprings are separate entities from LPL Financial. Click here for more information on PCG.