Private Client & Family Wealth Services

The wealth you've built didn't happen by accident. Protecting it, growing it, and passing it on with intention — to the people and causes that matter most — requires advisors who understand that money is rarely just money. It's the business you spent decades building, the retirement you've been working toward, and the legacy you want to leave behind.

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Event | May 3-6, 2026

Hear our CEO, Tim Brackney speak at BDO Evolve ⟶

Webinar | April 10, 2025

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Legacy Starts With Stewardship

For business owners, high-net-worth individuals, and families with complex financial lives, the questions we typically field go beyond, "how do I invest?" It’s always bigger than that. How do I structure the business so the exit goes the way I need it to? How do I transfer wealth to the next generation without a tax event that undoes years of planning? How do I make sure the retirement I've earned actually looks like the retirement I imagined, and that I don't outlive the assets I built to fund it? These questions require more than a portfolio manager. They require investment advisors who understand the tax code, the business structure, the estate, and your investment strategy as a single, connected picture.

That integration is what Springline's private client and family wealth practice is built around. As registered investment advisors (RIAs) operating under a strict fiduciary standard — legally bound to act in your best interest, not to sell products or generate commissions — our wealth management professionals partner with you to help build strategies that work across every dimension of your financial life. The result is planning that doesn't just manage your wealth. It reflects where you are, where you're going, and what you want your money to mean for the people who come after you.

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Wealth Is Personal. Your Advice Should Be, Too.

For high-net-worth individuals, business owners, and families thinking across generations, financial planning has become more interconnected, more technical, and less forgiving of fragmented advice. The strongest plans are no longer built one decision at a time. They’re coordinated across wealth, tax, estate, retirement, and family priorities from the start.

In Their Own Words

Results are one thing. Relationships are another. At Springline, we work hard to earn both. Here’s what our clients say.

The team at Springline is outstanding, which is why I have worked with them over the last five years. They are extremely knowledgeable and always reply quickly to any questions. In addition, they always provide a very quick turnaround on the reports we need to keep moving forward. The team has truly been five-star teammates!

Jim Kelly | Community National Bank

We know when working with the Springline team that we don’t have to worry. They know all the questions to ask and create a seamless process for everyone. I love working with such an experienced, competent and creative team. Their team members are focused, they’re experts, and they’re willing to think outside the box.

Kristen McSparren | Heritage Consulting Group

Without the credits we earned thanks to the team at Springline, this project would not have happened — hands down, bar none. Because of these tax credits, there are a lot of beautiful buildings across the state that are being saved.

Andrew Brain | Brain Group/ Park 39 Campus

The Springline team has been fantastic. They are responsive, knowledgeable, and help us through taxes making it simple for us. They have been very valuable and are very easy to work with!

Kevin Cavanaugh | JAGR Management LLC

The Springline team knows our operations and our business very well. The service they provide is very closely aligned with our expectations and values. It’s a really good partnership that has been built over decades.

Pete Jaeger | Endress+Hauser USA Holding, Inc.

The team at Springline is always available to take calls and discuss complicated tax and accounting questions. I have been pleased with the overall competence and professionalism of the team I work with.

David Erisman | ERISYS LLC

The Springline team is always amazing in terms of responses, turnaround time, and professionalism while being friendly and personable — something I’ve found to be rare in an accounting firm. Tax season is a breeze with Springline in my corner!

Sandra Martini | Martini Way, LLC

Our Springline team is just that, a TEAM!! We are extremely happy with the communication throughout every project we have with Springline, the thoroughness and completeness of the team’s work is unmatched, resulting in an amazing final product to us the customer!

Tyler Miller | Legacy View Investments

Our Springline team has been very responsive to our expanding needs. They can do simple just fine, but then they kicked into higher gear to take care of our changing more complex financial needs and tax concerns. They brought in a special expert to take care of our new financial demands and create a plan on how to handle them from a tax perspective.

Nancy Branyas |

The Springline team is exemplary. Communication is prompt and thorough. They are extremely knowledgeable and efficient. I’m confident that they can provide a good solution for anything I present. I know they are busy and at the same time they make me feel like I’m their only client.

Scot Sparks | 1900 Baltimore LLC

We chose to work with Springline based on our work together on our personal taxes for which they have always gone the extra mile to make sure we’re taken care of. The team is made of true professionals, while still being approachable. They really get to know you. This isn’t always the case with accounting firms in my experience. It has been a pleasure to work with them.

Katherine Lawson | Inspired by Alchemy

The Springline team has been fabulous to work with. They are extremely knowledgeable, proactive, and unbelievably attentive to all questions and concerns.

Brian Bischoff | Linkmeyer Development II, LLC

What I like best about working with Springline is their family-friendly approach. They instantly make you feel important as a client and not like a number.

Lindsey Miller | Legacy Contracting Group, LLC

It’s been a game-changer. Having three sets of eyes on financial matters keeps us aligned with our growth goals and gives me the peace of mind we’re controlling the business, versus the business controlling us.

Crux KC Marketing Firm | Founder & CEO

They’ve been an excellent business partner for over 12 years, helping us navigate difficult times and enabling us to minimize taxes. They helped us acquire a company and partnered with us as revenues increased significantly in a short time. They also assisted as we exited certain product lines for more profitable ventures. We have been impressed by the strategic deployment of their tax knowledge as well as successful navigation of an exhaustive IRS audit.

Healthcare Company | CFO

Your firm is amazing! Partnering with you is definitely one of the top business decisions of my career. To be able to now pay off outstanding IRS lien and to be current is a wonderful feeling. Thank you for all you do. I appreciate you more than you will ever know

Senior Care Services Company | Business Owner

They’re consistently there for a quick question or an intense review of our monthly and yearly close out. We can always count on them for fast, friendly, and reliable people to help move us forward to be the best in our industry.

Electrical Associates | Finance Manager

Who We Serve

Springline's private client and family wealth practice is designed for the financial complexity that comes with building something significant — and for the people who have done exactly that.

For individuals and families with significant assets across multiple structures — investment accounts, real estate, private equity, trusts, and business interests — we provide the comprehensive planning, investment management, and estate strategy that a fragmented advisory relationship can't deliver. Our financial concierge model means we manage the complexity so our clients can focus on what matters most.

Physicians, specialists, and other high-income professionals face unique planning challenges: high income entering peak earning years, professional liability exposure, significant student debt in early career, compressed retirement planning timelines, and the need for advanced tax strategies that most investment advisors don't offer. We address all of it, including the partnership with your CPA and attorney that turns individual strategies into a coherent plan.

How We Help

Springline’s private client and family wealth services are designed to support our clients' full financial life, not just one account or event. Our focus areas include:

Custom portfolio construction — income, growth, and value orientation
Alternative investments for qualified investors — private equity, hedge funds, structured products
Exchange-traded funds, mutual funds, individual stocks and bonds, and preferred securities
Proprietary screening and ongoing investment monitoring
Tax-efficient portfolio management and opportunistic rebalancing
Investment policy development and asset allocation strategy
Performance reporting and ongoing portfolio review

Advanced income tax planning — cash balance plans, back-door Roth contributions, tax-loss harvesting
Estate and gift tax planning — trusts, gifting strategies, and transfer of business interests
Asset protection and account titling strategy
Charitable giving and philanthropic planning
Coordination with legal and tax advisors
Power of attorney and healthcare directive planning
Expatriate and multijurisdictional tax planning

Comprehensive management of family financial affairs — investment coordination, bill pay, cash flow management, and trust and estate administration support
Consolidated financial reporting across all accounts, entities, and structures
Intergenerational wealth planning and family governance
Philanthropic strategy — foundation management, donor-advised funds, and tax-exempt organization support
Risk and insurance review — life, liability, and property and casualty
Lifestyle coordination — property management, domestic payroll, travel planning, and concierge services
Personal CFO services and third-party coordination

CLIENT SUCCESS STORIES

Bottled Water Expansion...

A national bottled water organization was looking to further expand its operations into new markets across the United States. However, the company had never performed...