A team dedicated to serving you well

At Wellspring Personal Financial Services, we are passionate about supporting our clients with thoughtful, risk-conscious principles of investment management and relationships that go far beyond managing money.

Our practice’s founder, Paul Coldagelli, has nearly three decades of experience and deep roots in investment management for families and individuals. Working together with his hand-picked team, he strives to offer clients personalized service that aligns with his dedication to the details.

Everything we do is in service of instilling you with financial confidence so that you may pursue a full and meaningful life. Kindness, generosity, and gratitude are at the core of our business and are reflected in our lives and how we serve our clients every day.

Commitment is what transforms a promise into reality.
Abraham Lincoln