Experience the Difference

Experience the Difference 2018-08-07T20:54:16+00:00

Wellspring Wealth’s Mission

We consider it our mission to give your wealth the respect and attention that it deserves.

Wellspring Wealth is a privately held boutique wealth planning firm that provides sophisticated strategies to issues that impact the lives of wealthy families. In essence, we help wealthy families stay wealthy by focusing on asset preservation, business continuity and succession planning, tax efficient transfers of intergenerational wealth, as well as insurance and investment advisory services. We work with a nationwide clientele from our headquarters in Atlanta.

Meet the Wellspring Wealth Team

For decades, the professionals that comprise Wellspring Wealth have provided customized wealth strategies for successful families and business owners. We hold ourselves to high standards of personal service and emphasize regular interactive communication with our clients. Meet your team, dedicated to providing our clients the trust, transparency and accountability that you deserve. Each member of our team plays a key role in helping you to be able to pursue your dreams.

David Glover
David GloverChairman & Managing Partner
Fredrick Livingston
Fredrick LivingstonChairman Emeritus & Senior Wealth Advisor
Mark Winston
Mark WinstonSenior Wealth Advisor
Valeri Bishop
Valeri BishopSenior Wealth Advisor
Dennis Wright
Dennis WrightManaging Partner
Andrew Wright
Andrew WrightWealth Advisor
Michael Roy
Michael RoyDirector of Research
Marilyn Delgado
Marilyn DelgadoClient Services Manager
CarolLynn Kent
CarolLynn KentSenior Retirement Plan Administrator
Beth Brown
Beth BrownClient Services Manager

Wellspring’s Team Approach to Wealth Management

Why it is so vital for the truly affluent?

Wealth management means more than just supervising a portfolio. It is multi-faceted: addressing risk and tax management, estate planning and charitable gifting, and, perhaps, college planning and long-term care planning.

It is rare to find one financial professional well versed in all these disciplines. Acknowledging that reality, professionals who consult wealthy clients frequently collaborate in a team effort, so that they can draw on their collective understanding and best practices.

Each professional on the team can make his or her insight readily available to others, and the longer the team works together, the more cohesion and experience the team has in designing its strategies for the family.

This team effort makes the planning holistic. A good wealth management approach looks not only at distinct aspects of your wealth, but also considers what your wealth means to you. What should it accomplish? What role does it play in your life? Addressing those questions can help you link your wealth with your values.

Wellspring’s Strategic Alliances

Planmark – provides a turnkey solution for employers who offer an employee retirement plan. Planmark Financial Group, LLC, help clients design, implement, and manage worksite retirement plans that maximize retirement savings while minimizing fiduciary risk. You have one number to call for plan design, management, and plan administration.
Planmark Capital Management, LLC’s investment advisors provide investment advisory services to our retirement plan clients. They help plan trustees with investment selection, fiduciary compliance, advisory models and help employees achieve retirement readiness.
Planmark Financial and Planmark Capital are subsidiaries of Wellspring Wealth, LLC.

In The Community

Wellspring Wealth feels strongly about the importance of contributing to the communities in which we live.

  • Alzheimer’s Association
  • American Parkinson Disease Association
  • Atlanta Botanical Gardens
  • Atlanta Day Shelter for Women and Children
  • First Tee of East Lake
  • High Museum of Art Atlanta
  • The Trust for Public Land
  • North Fulton Community Charities
  • Forsyth County Family YMCA, Cumming GA