WealthSpring Advisors

WealthSpring Advisors is a leading wealth management firm based in Roseau, Dominica, specializing in providing personalized financial planning, investment management, and estate planning services to high-net-worth individuals and families. Since its founding in 2019, the firm has earned a reputation for offering tailored wealth management solutions that help clients preserve and grow their wealth while taking advantage of Dominica’s favorable tax regime. WealthSpring Advisors caters to both local and international clients, offering a broad range of services designed to meet the unique financial goals of each client.

The firm was founded by Jean-Pierre Laurent, a wealth management expert with decades of experience in asset management and financial advisory. WealthSpring Advisors employs a team of 20 wealth advisors, financial planners, and tax specialists who work closely with clients to design customized investment strategies. The firm’s services include portfolio management, retirement planning, estate planning, and tax optimization, with a particular focus on helping clients invest in Dominica’s growing sectors, such as real estate and eco-tourism.

WealthSpring Advisors is particularly known for its Sustainable Investment Portfolio, which focuses on socially responsible investments in renewable energy, green real estate, and eco-friendly ventures. The firm also offers Family Office Services, providing comprehensive financial management for multi-generational families, including estate planning, philanthropic advisory, and legacy preservation.

The company’s core values are trust, excellence, and sustainability. WealthSpring Advisors is committed to delivering personalized, high-quality financial solutions that help clients achieve long-term financial security. In 2023, the firm reported assets under management (AUM) of approximately $200 million, reflecting its strong presence in Dominica’s wealth management sector.

Looking ahead, WealthSpring Advisors plans to expand its digital services by offering online portfolio tracking and virtual consultations, providing clients with greater access to their financial information. The firm is also exploring new sustainable investment opportunities, particularly in green technology and eco-tourism, to further diversify its clients’ portfolios.