Bluespring Wealth Partners

11/23/2022

Partnering with Bluespring means an improved client experience.

Watch below as Jeff Turnipseed, president of WealthPartners, shares why they chose us to help better serve clients and secure a legacy.

11/10/2022

Bluespring is proud to announce to announce the acquisition of WealthPartners, LLP based in Ridgeland, MS. A long time firm with Kestra Financial, we’ve known this great group of advisors for years, and we are honored to now call them partners. We will work together to continue their phenomenal growth trajectory while supporting their clients and their team.

Read more in the Bluespring Newsroom https://www.bluespringwealth.com/advisor/news/bwp-expands-southeast-footprint-with-$500-million-wealth-partners

09/13/2022

Hiring a G2 is one of the most critical decisions you will make for your firm. Defining the qualifications and characteristics of the individual you’re looking for is a good place to start.

Bluespring’s Chief Operating Officer Angela Osborne spoke with Mitchell B. Walk AAMS® and his G2 advisor, Charlotte Bradley, of Retirement Wealth Specialists to discuss their partnership and the impact it has had on their practice.

https://www.bluespringwealth.com/advisor/news/out-loud-blog-finding-and-partnering-with-a-g2-advisor

09/02/2022

We're excited to announce the partnership of Bernard R. Wolfe & Associates, a Bluespring firm since 2015, with Curo Private Wealth. The reimagined Curo Private Wealth is led by Anne McCabe, CFP®, CRPC®, Anne-Marie Laboe, and Atricia J. Roberts.

This team of women is helping to set an example for more female advisors in the industry while catering their business to serve women in transition.

Bluespring is proud to call this group of leaders our business partners and we're looking forward to supporting this team as they continue to grow!

The combined firm, operating under the Curo Private Wealth brand, oversees $460 million in assets and provides Bluespring with a D.C. hub that it can continue to build out.

07/20/2022

A combination of shared values and different specialties. Brandon Hayes, CFP® highlights the strengths of his business partners. How merging practices made these oXYGen Financial professionals stronger together.

07/14/2022

We are excited to announce the evolution of leadership at Bluespring Wealth Partners with the appointment of David Canter as the new President and Stuart moving into a newly created role of Chairman starting in August. Read more about this exciting news and what it means for the entrepreneurial growth and culture that makes Bluespring a unique place in the industry for wealth management firms. https://www.bluespringwealth.com/advisor/news/bluespring-wealth-partners-welcomes-david-canter-as-president

07/12/2022

Are your marketing efforts lacking results? Ted Jenkin of oXYGen Financial stresses the importance of narrowing down your client niche.

06/28/2022

You may have a relationship, but that doesn’t mean you have a partnership. That title is earned.

Stuart Silverman and Philip Palaveev wrote an article for FA Magazine about partners often forgotten in an advisory business.

Read the full article: https://lnkd.in/g4uChTFy

06/08/2022

We've had such a great time bringing together so many of our advisors for Bluespring Platinum. Can't wait to do it again next year!

04/20/2022

We are pleased to announce the acquisition of Hudson Dynamic Retirement a $265 million firm based in New York. They'll be joining Bluespring's East Coast hub US Financial Services, LLC to further strengthen our ties to the New York market. We're excited to be joined by Andrew Brief, ChFC and the team!

Read the full release:
https://www.bluespringwealth.com/advisor/news/expanding-east-coast-hub-with-$265-million-addition-4-19-2022

04/07/2022

Don't miss our latest episode of the Bluespring Outloud Podcast "The Successor Academy and its Impact After Completion" featuring an enlightening discussion hosted by Bluespring President Stuart Silverman joined by Roger David, Jared White, and Anne McCabe, CFP®, CRPC®

Watch: https://www.youtube.com/watch?v=5QJFohXXiuw
Listen: https://podcasts.apple.com/us/podcast/the-successor-academy-and-its-impact-after-completion/id1510473833?i=1000555023999

02/02/2022

We are proud to announce the acquisition of Security Financial Management based in Orlando, FL.

With over $950 million in assets under management and a consistent track record of outstanding organic growth, the financial professionals at Security Financial Management have built a robust platform.

We're excited to partner with this incredibly successful team!
https://www.bluespringwealth.com/advisor/news/bluespring-wealth-partners-acquires-security-financial-management