At Wellspring Family Office, we view wealth as more than just a number. It is the foundation for a life well-lived. Guided by the mission Live Well. Sleep Well. Be Well., we support families in every aspect of their financial lives and the lives they touch.

Through our one-call approach, we serve as a single point of connection for wealth and tax planning, investment management, family governance and education, and personal wellbeing. We simplify the complex, so families can focus on what matters most, while ensuring they are fully supported today and for generations to come.

Wellspring Family Office

Michael T. Novak

This department focuses on providing financial advice and investment strategies to clients seeking to grow and manage their wealth.

Wealth Management

This department provides strategic guidance and governance for the organization.

Executive Leadership

This department focuses on managing investment portfolios and analyzing financial opportunities.

Investment Management

This department provides personalized financial guidance and investment strategies to clients.

Wealth Advisory

This department oversees the strategic direction and operational efficiency of the organization.

Wellspring Family Office

Org chart

Teams

Wealth Management

Executive Leadership

Investment Management

Wealth Advisory

Operations Management

Offices

Wellspring Family Office

Org chart

Teams

Wealth Management

Executive Leadership

Investment Management

Wealth Advisory

Operations Management

Offices

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