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Multi Family OfficeInvests through funds, not into companiesLAST VERIFIED Aug 2026 · 1 SOURCES

Mainspring Wealth Advisors

Multi family office in the United States.

Identity

HEADQUARTERS
United States

Overview

Headquartered in the United States, the firm is listed as a multi family office. 13 people are named on its team.

People

  • Brian Frederick
    CFP®, CIMA® — CIO, Partner, MWA, LLC, Financial Planner, RJFS · source
  • Kevin Skogen
    CFP®, ChFC® — CEO, Partner, MWA, LLC, Financial Planner, RJFS · source
  • Jeremy Taylor
    CFP®, ChFC® — President, Partner, MWA, LLC, Financial Planner, RJFS · source
  • Vandana Nair
    COO — MWA, LLC, Branch Associate, RJFS · source
  • Edward Bradley
    CFP®, ChFC® — Partner, MWA, LLC, Financial Planner, RJFS · source
  • Phil Crow
    Compliance Officer — MWA, LLC, Registered Principal, RJFS · source
  • Jay See
    Compliance Officer — MWA, LLC, Registered Principal, RJFS · source
  • Amber Billeter
    CFP® — Financial Planner · source
  • Tyrel Lacey
    CFP®, ChFC® — Financial Planner · source
  • Andy Rodgers
    CFP®, ChFP®, CEPA® — Financial Planner · source
  • Stephen Urbrock
    MBA, AAMS®, CFP®, ABFP® — Financial Planner · source
  • Caitlin Meuret
    Business Services Manager · source
  • Tiffany Solack
    Human Resources Manager — PHR · source

Frequently asked questions

Mainspring Wealth Advisors is a multi family office based in the United States.

Mainspring Wealth Advisors does not publicly state whether it puts its own money into companies or invests through funds.

Key people at Mainspring Wealth Advisors include Kevin Skogen (CFP®, ChFC® — CEO, Partner, MWA, LLC, Financial Planner, RJFS), Jeremy Taylor (CFP®, ChFC® — President, Partner, MWA, LLC, Financial Planner, RJFS), Brian Frederick (CFP®, CIMA® — CIO, Partner, MWA, LLC, Financial Planner, RJFS) and Vandana Nair (COO — MWA, LLC, Branch Associate, RJFS).