The Clients We Frequently Serve
Your net worth isn’t set in stone. Your investing strategy shouldn’t be, either.
Your wealth depends on individual parts constantly in motion: stock market performance and annual income. Evolving estate planning strategies and business succession implications.
Change in one of those elements ripples through the rest, producing wildly different outcomes.
To promote progress when so much is in flux, our team embeds a dedicated planner in every conversation to establish and maintain a comprehensive wealth strategy for your changing priorities.
We believe this approach differentiates us from traditional wealth managers who view planning and strategy as separate entities.
Your life is dynamic.
Your Wealth Management Team should be too.
True wealth management extends well beyond investment management. It requires thoughtful coordination across every aspect of your financial life, guided by a clear understanding of your goals and priorities. Our approach includes a dedicated Planner in every relationship, providing ongoing advice and helping your strategy adapt as your life, opportunities, and priorities evolve.
Why Consider Our Wealth Management Team?
Wealth Planning comes first. Everything else follows.
Family office-style collaboration.
Multi-generational makeup created for continuity.
mainspring /ˈmān-ˌspriŋg/ noun
- the chief spring in a mechanism, especially of a watch or clock, that stores tension and drives every other moving part in sequence
- the chief or most powerful motive, agent or cause behind a course of action
Both definitions reflect how we approach our work as a team. We bring together the many interconnected elements of our clients’ financial lives, providing the strategy, coordination, and momentum that help turn individual decisions into a cohesive plan. Investments, tax strategy, retirement, estate planning, and family priorities each have a role to play, but their greatest value comes when they work together toward a common purpose.
Questions Our Clients Normally Ask
Our team is based in Richmond, but our relationships aren't limited by geography. Many clients work with our team remotely through virtual meetings, alongside in-person visits.
A financial advisor often focuses primarily on investment selection and account management. A wealth manager, particularly one using our integrated planning model, coordinates your investments alongside your tax strategy, estate planning strategy and cash flow into a single ongoing plan.
Wells Fargo Advisors does not provide legal or tax advice.
Schedule a complimentary conversation with our team to discuss your goals and see whether our integrated wealth planning approach fits your situation.
Mainspring
A mainspring is an essential component for setting something, often a time piece, in motion and consistently and persistently keeping it on track. Our comprehensive wealth planning approach is the mainspring that prepares our clients as life keeps moving forward.Our team of professionals act as financial stewards of your wealth. As financial stewards, we help you with all aspects of your wealth management through defining your family mission statement, sophisticated wealth planning, investment strategies, risk mitigation and family legacy advice. All of us play a critical role in building and maintaining clarity in your wealth plan that is the foundation for growing, preserving and transitioning your wealth.
We start with your life and plan around it.
Wealth planning is personal and needs a customized approach—one that addresses your unique circumstances and grows with you as your life changes. Our team understands the wealth planning needs of uniquely successful individuals, families and business owners. Our multigenerational approach allows us to serve families for decades. We draw on the strengths and experience of each team member and, when needed, the deep resources of Wells Fargo Advisors and other Wells Fargo affiliates to help achieve your family’s vision of the future.
Forbes Best-In-State Wealth Management Teams
For the third year in a row, 2023, 2024, 2025, Mainspring Private Wealth Management Group of Wells Fargo Advisors is proud to be recognized as one of the Forbes Best-In-State Wealth Management Teams.
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. View additional disclosures
