Wellspring Consulting Group is an independently owned and operated financial services firm located in Milpitas, CA. With over 33 years of experience in the industry, founder Dr. Reuben K. Chen leads a highly experienced team that combines modern, research-based methodologies with traditional values and sensibilities to provide comprehensive wealth management strategies, life insurance solutions, corporate benefits, and tax accounting services. Their personalized approach focuses on addressing the unique needs, wants, and long-term goals of individuals, families, and businesses, helping them improve their financial well-being and navigate today's economic challenges.
Wellspring Consulting Group takes pride in celebrating their extensive experience and sharing their wisdom with clients. They believe in turning adversity into opportunity and helping clients identify long-term trends to achieve their financial goals. As an independently owned firm, they prioritize personal service and practical results, offering a range of services including wealth management, life insurance, corporate benefits, tax accounting, and more. With a commitment to lasting relationships and a comprehensive approach, Wellspring Consulting Group is dedicated to helping clients secure their financial future.
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