Wellspring Financial Advisors

Wellspring Financial Advisors is excited to announce the hiring of Daniel Cook as a Wealth Specialist, Associate. Danny is a graduate of The Ohio State University where he earned his Bachelor of Business Administration with a concentration in Finance. Welcome to the team, Danny! #newteammember #wellspringfinancialadvisors #familyoffice

Yesterday, Wellspring Financial Advisors had the privilege of participating in a group volunteer outing at Fostering Hope where employees organized Journey Bags for distribution to foster children in need. Wellspring is committed to giving back to our community and is grateful for the opportunity to partner with organizations like Fostering Hope. To learn more about this incredible organization and their mission, click here: https://lnkd.in/e6xb5zEi #fosteringhope #givingback #community

Wellspring Financial Advisors' President & CEO, Michael T. Novak, CPA/PFS, AEP®, recently appeared on the Driving Change podcast with Jeff Bloomfield. On this episode, "Philanthropy: Creating a Last Legacy", Michael discusses the importance of transparency and open dialogue in passing on family values and wealth through generations. Click here for the full episode: https://lnkd.in/egsJPH_a #familyoffice #familyvalues #legacy

Wellspring Financial Advisors is excited to announce the recent promotion of Richard Radis, CPA to Wealth Specialist, Senior Associate. We are committed to investing in the professional development of our team members to enable them to reach their full potential. Congratulations, Bud! #promotions #wellspringfinancialadvisors #familyoffice

Wellspring Financial Advisors believes the workplace thrives by embracing our differences. As we enter Pride Month, we acknowledge the struggles and achievements of and celebrate the LGBTQ community. In honor of Pride Month, Wellspring has made a donation to the National LGBTQ Task Force, an organization dedicated to achieving freedom and justice for lesbian, gay, bisexual, transgender, queer people, and their families through proactive, targeted, change-inducing initiatives. Click here to learn more: https://lnkd.in/gbmgrxk #pridemonth #pridemonth2024

Each year the YWCA Greater Cleveland Woman of Achievement Award is presented to a select group of Northeast Ohio women who have achieved remarkable career, community service, leadership, and mentoring accomplishments and have demonstrated a dedication to YWCA’s mission of eliminating racism and empowering women. Tonight, we celebrate the nine extraordinary women honored with this award, including Wellspring Financial Advisors' own, A'Shira Nelson, CPA. Click here to learn more about A'Shira's most significant career accomplishment to date: https://lnkd.in/gTHsMqQ8

With the second half of 2024 on the horizon, it is important to be aware of the impending changes that will ensue in the tax and estate planning world as a result of the expiration of the Tax Cuts and Jobs Act. Senior Wealth Advisor & Managing Director, Bill Ambrogio, CFP® highlights what will be changing, why it is important, and strategies to consider in preparation of this expiration in Wellspring Financial Advisors' latest insights piece. Click here for the full article: https://lnkd.in/epJUsmjv #taxcutsandjobsact #taxplanning #estateplanning

This month, we celebrate Jewish American Heritage Month and pay tribute to the generations of Jewish Americans who helped shape U.S. culture and society. Wellspring Financial Advisors is a proud supporter of Jewish Federation of Cleveland, an organization dedicated to driving meaningful social change and providing relief in times of crisis for over 115 years. Click here to learn more about this amazing organization: https://lnkd.in/grVEbJaT #jewishamericanheritagemonth #jewishheritagemonth #jewishheritage

We are excited to share Wellspring Financial Advisors' President & CEO, Michael T. Novak, CPA/PFS, AEP®, is speaking at Jewish Federation of Cleveland's 51st Charitable Tax Seminar next month. This seminar provides continuing education for attorneys, accountants, and financial professionals seeking to enhance their knowledge in charitable, wealth, tax, and estate planning. Click here to learn more about the seminar and Michael's presentation: https://lnkd.in/eZxs9ZTV #charitabletaxseminar #continuingeducation #wellspringfinancialadvisors

Wellspring Financial Advisors is thrilled to share President & CEO, Michael T. Novak, CPA/PFS, AEP®, is the recipient of The ESTATE PLANNING COUNCIL OF CLEVELAND INC's 2024 Distinguished Estate Planner Award! This award honors local accountants, attorneys, financial planners, insurance professionals, philanthropic professionals, or other related professionals, for their outstanding contributions to their respective fields. Click here to learn more: https://lnkd.in/eTNnhqhX #distinguishedestateplanner #estateplanning #award