Private Wealth Investments

Disciplined Investing. Repeatable Process.

Consistency through diversification--that’s how Mainspring Private Wealth Group approaches managing your investment portfolios.

Driven by our planning process, our investment philosophy is based on creating properly allocated investment portfolios designed to meet your defined objectives.

We use “Active/Passive” investment models, where appropriate, that combine active investments (such as Money Managers, Stocks, Bonds, Mutual Funds) with more passive strategies (such as Index Funds and ETFs).  

In the core portion of your portfolio, we manage for risk and consistency with active investments while tactically allocating around the core with passive investments.

Tactically adding passive investments allows for a more strategic mix of investments to help you optimize for growth, manage for tax-efficiency, and potentially reach your defined objectives.

With access to a wide range if investment products and managers, our goal is to deliver on your investment objectives using a strategy of diversification* to help reduce the level of risk that will fit your family’s or business’ needs.


* Diversification does not guarantee profit or protect against loss in declining markets.

Through our education and personalized communication, you’ll always know what you own, and why.