Wellspring Financial Partners - Tucson, Arizona

Julie M

Pat and the Wellspring Financial team provide excellent financial planning services and are dedicated to helping their customers achieve their financial goals. They answer questions promptly and thoroughly and are devoted to educating their clients about their financial planning options. As long time clients, we appreciate their honest and straightforward guidance!

Dave Cornell

Our experience with Pat and Wellspring Financial Partners has been exceptional. First of all, Pat and his team handle our money with great expertise and we TRUST Wellspring with our financial future. They are always quick to respond to our questions and regularly meet with us to keep us up to date on what is going on with our Wellspring accounts. I would highly recommend Wellspring Financial Partners to anyone seeking a trusted financial adviser.

Bob Shaff

Pat Zumbusch and his Wellspring Financial Partners team are remarkable. Highly talented people, with a very effective method of providing a diversity of investments, allow me to not worry about my retirement investments. But the best thing about Wellspring is the PEOPLE who serve me. It all starts at the top with Pat, but his people follow his lead and provide timely, thorough, and expert advice...not only on my investments but on my planning for the future.
I am proud to recommend Pat Zumbusch and Wellspring Financial Partners! I am a Customer for Life.

Keri Smith

I’m so happy with Wellspring and Eli. Eli was the first financial advisor that we met with that took the time to listen to what our long term financial goals are. He built a tailored plan to our needs and he helped our financial future make sense. We are excited abouy the plan and to work with Wellspring moving forward.

Maureen Oliver

July 20, 2024

I have been working with WellSpring for my wealth management needs, and I couldn't be happier with the service I’ve received. Although my knowledge of stocks and bonds is limited, my meetings with Pat have always been stress-free. Pat's organizational skills, thoroughness, and attention to detail are truly impressive. It’s clear that he enjoys his work and genuinely appreciates his clients. I highly recommend WellSpring for anyone looking for reliable and attentive wealth management services.

Maureen

Mario Alosco

I have known Pat Zumbusch for over 30 years and his integrity, experience, knowledge, and commitment to maintaining high standards for himself continues to grow and benefit those around him.

As a CEO of a technology company he was focused on the performance of his company but more so with the well being of his employees and his customers. He achieved enormous success which led him to work on fulfilling his desire to help people achieve financial well being. His approach is unique, time tested and effective. We sleep well at night because of the commitment Pat and his exceptional team have for the clients they serve. They make us feel like we are their only clients.

Mario Alosco

Donna Sisley

We would not be where we are today, on solid financial ground, without Pat’s many years of financial expertise and his ability to help us “stay the course.” He gives both his best and his heart to everything he does, both business and friendship-wise. We are so thankful to Pat and to his excellent support staff.

Sunny D.

After becoming the trustee for my mother, I looked to Pat Zumbusch to help with her finances. He took the time to assess her living situation, medical needs and offered a personalized financial plan and budget. We've been with him for many years. Thanks to the Wellspring team!!!