Wellspring Wealth is a privately held boutique wealth planning firm that provides sophisticated strategies for issues that impact the lives of wealthy families. In essence, we help wealthy families stay wealthy by focusing on asset preservation. business continuity and succession planning, tax efficient transfers of intergenerational wealth, as well as, insurance and investment advisory services. We work with a nationwide clientele from our headquarters in Alpharetta, Georgia.David currently serves as the Chairman of the Wellspring Wealth Investment Policy Committee, He is a member of the Financial Services Institute, the PEAK Academy of Wealth Managers, the Wealth Advisors Institute and the Family Offices Group. He also served on the Advisory Board of eMoney Advisors for 6 years.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Wellspring Wealth Management LLC, (Wellspring Wealth), a registered investment advisor. Wellspring Wealth and Planmark Capital Management are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which I am/we are registered to do business, please visit www.wellspringwealth.com