Bluespring Wealth Partners
Through streamlined and unique succession strategies, Bluespring Wealth Partners, LLC (Bluespring Wealth) is dedicated to the acquisition and servicing of wealth management firms seeking continuity for clients and the business they have built. Bluespring Wealth was established with the express purpose of helping entrepreneurs transition their business to the next level of growth through successor identification and training, flexible ownership arrangements, institutional-level capital support, and earn-out optimization.
By focusing on partnership as the driver of success, we help business owners ensure a lasting legacy while preserving the core values on which their firms were built.
Bluespring Wealth is a wholly owned subsidiary of Kestra Financial, Inc.
Learn more about us at www.BluespringWealth.com
Why Mergers Are a Fantastic Growth and Succession Strategy for Advisory Firms
Navigating the Changing Landscape of Firm Valuations, M&A Trends, & Investing in Next-Gen Advisors
What It's Like Working with the Bluespring Team
Acquisitions Should Be a Partnership, Not a Transaction
What It's Like to Join the Bluespring Community of Firms
Offloading Operations to Focus on Growth
Advisors Discuss the M&A Process
The Collaborative Culture of Bluespring
Why Christopher Street Financial Partnered with Bluespring
Relationships and Community of Bluespring
Retaining Your Voice and Brand During an Acquisition
Navigating the M&A Process as a Firm Founder
Why Join the Bluespring Community?
Advisor Spotlight: Anne McCabe & Atricia Roberts of Curo Private Wealth
Bluespring Fuels the Entrepreneurial Spirit
Choosing the Right Partner for Your RIA
David Allen on how his life has changed since joining Bluespring
Christopher Street Financial Joins the Bluespring Family
Ep 11 - Navigating Change and Building Culture in a Fast-Growing Advisory Firm
Ep 9 - Industry Influencers and Experts Reveal What Is Driving Valuations Now
Ep 10 - How To Build a Podcast ft. Quint Tatro of Joule Financial
Ep 8 - The future and evolution of M&A, and how partnering can benefit all
Ep 6 - The Successor Academy and its Impact After Completion
Ep 5 - Time for Growth: How and when to reinvest to take your business to the next level