Wellspring Financial Partners

Investment Metrics, LLC, doing business as Wellspring Financial Partners, is an investment advisor registered with the Securities and Exchange Commission since August 2011. The firm offers fee-only investment advisory services, including discretionary investment management and non-discretionary investment consulting. Wellspring Financial Partners primarily manages investment portfolios tailored to each client's financial status, objectives, and risk tolerance. The firm also provides financial planning, estate planning, and investment/non-investment consultations for separate fees. Clients have the option to impose restrictions on their accounts and can participate in the development of investment strategies. The firm does not provide cash or non-cash compensation for testimonials or endorsements. Wellspring Financial Partners does not participate in wrap fee programs and tailors advisory services to individual client needs. The firm manages over $1 billion in client assets, with a minimum investment amount not required. Investment strategies include strategic asset allocation, focusing on risk minimization and broad asset class exposure. The firm does not charge performance-based fees and acts as a fiduciary, always prioritizing clients' best interests. The firm's team includes Patrick J. Zumbusch, Deirdre M. Kochanski, John Sentner, Jacob Lingard, and Nathan Pawlak, each bringing a unique background and expertise to the firm. The team is committed to providing transparent and client-focused investment advisory services. Deirdre M. Kochanski serves as the Chief Compliance Officer, overseeing the firm's compliance program. Clients can contact Deirdre M. Kochanski for any questions or concerns regarding the firm's services.