We are excited to welcome Ann Novosel, an experienced CERTIFIED FINANCIAL PLANNER® professional, to our team. Ann will be bringing a wealth of experience, a client-first mindset, and a deep commitment to helping individuals and families pursue their financial goals. With a strong commitment of building trusted relationships and delivering thoughtful, tailored guidance.

Ann and her team join our firm at a time of continued growth and opportunity in the Pacific Northwest. Working closely with clients across the region, to offer strategic insight and personalized planning to navigate an ever-changing financial landscape... WealthSpring’s approach blends disciplined analysis with a genuine passion for understanding each client’s unique priorities—whether that means preparing for retirement, managing complex assets, or building a lasting legacy.

With offices in California and Washington, we serve a select group of high- and ultra-high-net-worth individuals, families, and business owners who value thoughtful, highly personalized financial guidance.

We believe our work goes beyond traditional wealth management. We help clients grow, protect, and transition their wealth through carefully coordinated strategies that reflect their goals, values, and long-term vision. This includes comprehensive retirement planning and the design of sustainable retirement income strategies, giving clients confidence that their lifestyle and legacy objectives can be supported over time. A central part of our approach is multigenerational planning—supporting families as they prepare not only to transfer wealth, but also to pass on shared purpose, financial understanding, and responsible stewardship.

We act as a central point of coordination, collaborating closely with clients’ attorneys, accountants, and other trusted advisors to ensure alignment and continuity. Through proactive planning and ongoing dialogue, we help families navigate both retirement transitions and generational wealth transfers with clarity and purpose.

Our goal is to bring clarity to complexity and help our clients preserve, enjoy, and sustain their wealth for generations to come.