Bluespring Wealth Partners, LLC

Charlotte Clegg Bradley Joins Retirement Wealth Specialists

Retrieved on:

Thursday, June 10, 2021

Professional services, Other Professional Services, Finance, Consulting, Banking, Accounting, Finance, Money, Financial management, Investment management, Stock market, Wealth management, Economy, Retirement Wealth Specialists, Bluespring Wealth Partners, LLC, RETIREMENT WEALTH SPECIALISTS, BLUESPRING WEALTH PARTNERS, LLC

Retirement Wealth Specialists (RWS) , a Florida-based wealth management firm with locations in Longwood, Sarasota, and St. Augustine/Ponte Vedra Beach, welcomes Charlotte Clegg Bradley as its new Financial Wealth Advisor.

Key Points:

Retirement Wealth Specialists (RWS) , a Florida-based wealth management firm with locations in Longwood, Sarasota, and St. Augustine/Ponte Vedra Beach, welcomes Charlotte Clegg Bradley as its new Financial Wealth Advisor.
Established in 1998, Retirement Wealth Specialists is a client-focused financial firm committed to providing comprehensive wealth management services.
We incorporate investment management, tax reduction strategies, and family wealth planning into our clients overall wealth management plan.
Bluespring Wealth Partners is dedicated to the acquisition and servicing of wealth management firms, seeking continuity for clients and the business they have built.

Bluespring Wealth Partners Acquires Ted Jenkin’s Believeland

Retrieved on:

Tuesday, August 27, 2019

Finance, Consulting, Banking, Professional services, Economy, Finance, Money, Financial management, Investment management, Stock market, Wealth management, Bluespring Wealth Partners, LLC, Kestra Financial, Inc.

Bluespring Wealth Partners (Bluespring Wealth), a new business focused exclusively on acquiring experienced registered investment adviser and wealth management firms, has acquired Believeland, LLC (Believeland), one of the independently owned financial planning and wealth management entities operating under oXYGen Financial, Inc.

Key Points:

Bluespring Wealth Partners (Bluespring Wealth), a new business focused exclusively on acquiring experienced registered investment adviser and wealth management firms, has acquired Believeland, LLC (Believeland), one of the independently owned financial planning and wealth management entities operating under oXYGen Financial, Inc.
Led by managing partner Brandon Hayes and industry pioneer Ted Jenkin, Believeland marks one of the prototype acquisitions to launch the G2 program within Bluespring Wealth Partners.
Were confident our partnership with Believeland will set the stage for many future successful acquisitions, said Stuart Silverman, President of 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 Partners Acquires Hickory Asset Management

Retrieved on:

Tuesday, August 20, 2019

Professional services, Finance, Consulting, Banking, Accounting, Finance, Money, Economy, Financial management, Investment management, Stock market, Wealth management, UBS, Bluespring Wealth Partners, LLC, Kestra Financial, Inc.

Bluespring Wealth Partners , LLC (Bluespring Wealth), a new business focused on acquiring experienced registered investment adviser (RIA) and wealth management firms, announces the acquisition of Hickory Asset Management, Inc. (Hickory Asset Management).

Key Points:

Bluespring Wealth Partners , LLC (Bluespring Wealth), a new business focused on acquiring experienced registered investment adviser (RIA) and wealth management firms, announces the acquisition of Hickory Asset Management, Inc. (Hickory Asset Management).
The Hickory Asset Management team has operated a well-run firm and employed a disciplined approach to client service since their founding in 2008, said Stuart Silverman, President of Bluespring Wealth.
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 is a wholly owned subsidiary of Kestra Financial, Inc.
For more information about Bluespring Wealth, please visit www.bluespringwealth.com .

Kestra Financial, Inc. Introduces Bluespring Wealth Partners

Retrieved on:

Wednesday, July 17, 2019

Consulting, Professional services, Finance, Finance, Money, Economy, United States securities law, Investment banks, Primary dealers, Subprime mortgage crisis, Financial Industry Regulatory Authority, Securities Investor Protection Corporation, Registered Investment Adviser, UBS, Wealth management, Kestra Financial, Inc., Bluespring Wealth Partners, LLC

Kestra Financial, Inc. (Kestra Financial) today announced the launch of Bluespring Wealth Partners (Bluespring Wealth), a new business focused exclusively on acquiring experienced registered investment adviser and wealth management firms.

Key Points:

Kestra Financial, Inc. (Kestra Financial) today announced the launch of Bluespring Wealth Partners (Bluespring Wealth), a new business focused exclusively on acquiring experienced registered investment adviser and wealth management firms.
Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC, member FINRA/SIPC; H. Beck, Inc., member FINRA/SIPC; Arden Trust Company; Blue Spring Wealth Partners, LLC; and Kestra Advisory Services, LLC; Kestra Private Wealth Services, LLC; and Kestra Institutional Services, LLC; all federally registered investment advisers.
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 is a wholly owned subsidiary of Kestra Financial, Inc.
For more information about Bluespring Wealth, please visit www.bluespringwealth.com .