Wealthspring | Partner with Us

Partner with Us

Plug Into Our Proven Model

Whether you're ready to retire, build a succession plan or are struggling with staffing, Wealthspring can help. We provide extensive operational and administrative support, and we're ready to find compatible partners.

Benefits include reduced E&O insurance and waived tech and e-clone fees. But the most important benefit is the ability to leverage our extensive experience and rely on us as an extended part of your team to increase client satisfaction and grow your business.

Our approach centers on these core values:

Integrity

Excellence

Open Communication

Personalized Partnerships to Reach Your Business Goals

When like-minded financial professionals come together – uniting strategic tax advice and wealth management – everyone benefits.

Our holistic approach to designing wealth management strategies considers every aspect of a client’s financial health – and we want the best talent by our side to deliver on our client promise. Are you ready to join us? Contact us to learn how to continue growing your practice – while caring for your clients and employees.

Integration Team

Damien J. Paumi, CFP®, AIF® CRPC, CPFA®

Managing Member and Wealth Management Advisor

Anna Perasso

Managing Director of Wealth Management and Financial Planning

Jake Fierro

Tax & Wealth Management Assistant

Joe Policastro, CPA

Tax & Wealth Management Assistant

Kathryn J. Roberts

Wealth Management Assistant

Discover the Wealthspring Process

1. Connect & Explore

Let’s talk. In our discovery process, we’ll show you how our model works, what we offer clients and what that can mean for you. You’ll share your vision, long-term goals and how you serve your clients.

2. Build a Plan

We’ll take a deep dive into your policies, company structure, technology and culture. Then we’ll work together to develop a personalized plan to integrate our organizations.

3. Let's Get to Work

Once our plan is finalized, we’ll collaborate throughout the process to ensure frequent, open communication and guidance through all transitions.

Ready to learn more? Contact us.

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