Wellspring Financial Advisors, LLC

Michael Novak is a PFS™ credentialed financial advisor with 20 years of industry experience, currently with Wellspring Financial Advisors, LLC in Cleveland, OH. He has been with Wellspring since 2007. Wellspring Financial Advisors is an independent multi-family office serving high-net-worth clients with a comprehensive range of wealth management services, including investment advisory, financial and estate planning, income tax planning, and philanthropic administration. The firm employs an open-architecture investment approach that combines passive and active strategies, focusing on long-term horizons, diversification, and tax efficiency.

Kathryn Madzsar is a CFP® professional with eight years of industry experience, currently serving as an advisor at Wellspring Financial Advisors, LLC in Cleveland, OH. She has been with Wellspring since 2014. Wellspring Financial Advisors is an independent multi-family office that provides wealth management services to high-net-worth individuals, families, trusts, and estates. The firm offers a comprehensive range of services, including investment advisory, financial and estate planning, income tax planning, risk management, and philanthropic administration, with an investment approach that combines passive and active strategies focused on long-term diversification and tax efficiency.

Richard Turgeon is a CFA® charterholder and holds a Series 63 license, with eight years of experience in the financial industry. He has been with Wellspring Financial Advisors, LLC since 2014. Wellspring Financial Advisors is an independent multi-family office serving high-net-worth individuals, families, trusts, and estates with a range of wealth management services, including investment advisory, financial and estate planning, tax planning and preparation, risk management, philanthropic administration, and bill-payment services. The firm employs an open-architecture investment approach that combines passive and active strategies, focusing on long-term horizons, diversification, and tax efficiency, while also providing extensive family-office functions beyond traditional portfolio management.

William Ambrogio is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Wellspring Financial Advisors, LLC in Cleveland, OH. He has been with Wellspring since 2016. Wellspring Financial Advisors is an independent multi-family office that provides wealth management services to high-net-worth individuals, families, trusts, and estates. The firm employs an open-architecture investment approach combining passive and active strategies, and offers a range of family-office services including tax planning, estate planning, philanthropic administration, and bill-payment services.