🎉 Bluespring Wealth Partners is five years old! 🎉 They say time flies when you are having fun. Well, if that is the case, we have been having too much fun at Bluespring. As we reflect on these achievements and look ahead to our future, we want to extend our gratitude to all of our colleagues and partners. We look forward to the next milestones with all of the people who have made our firm what it is today! Swipe through to see some well-earned celebrations early this week with sweet treats and even better people.
Bluespring Wealth Partners
Financial Services
Austin, TX 3,390 followers
Succession experts focused on customizable solutions for transitioning your business and preserving your legacy.
About us
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 incentivization 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.
- Website
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https://www.bluespringwealth.com/
External link for Bluespring Wealth Partners
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Austin, TX
- Type
- Privately Held
- Founded
- 2019
Locations
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Primary
5707 Southwest Parkway
Building 2, Suite 401
Austin, TX 78735, US
Employees at Bluespring Wealth Partners
Updates
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We are pleased to welcome Shelton Financial Group to the Bluespring network, as well as to Kestra Financial's wealth management platform. We look forward to helping the Shelton team build for their next generation. Read the full announcement here: https://lnkd.in/gXFbWF67
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Frank Lovaglio and David Allen, CFP® each had aspirations of building their own firms when they entered the financial services industry over 40 years ago. But along their journey, they realized that joining forces to build a single entity would create more value and opportunity for each of them, rather than going at it alone. Read about how Frank and Dave evolved from silo to ensemble to build enterprise value: https://lnkd.in/g_RatC3i
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Thank you Grayson Palmer, CFP®, Lead Advisor at LifeBridge Financial Group, for sharing your experience working with Bluespring! We appreciate your partnership. "We had an amazing year last year and I don’t think that would’ve been possible without the help of Bluespring.”
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Congratulations to our partner CD Wealth Management on its 10th Year Anniversary and hitting the $1 billion AUM mark -- two incredible accomplishments! We're looking forward to the next 10 years as your partner.
This week marks our 10th anniversary at CD Wealth Management. Late last year, we crossed the $1 billion threshold in assets under management, and we are just as proud of our nearly 100 percent client retention rate — with some families in our practice going three generations deep. It’s no secret that we would not have achieved these milestones without an excellent team and a true partnership with our amazing clients. The formula we believe in isn’t really that complex: time, trust, patience and discipline. On behalf of all of us at CD Wealth, thank you to everyone who has joined us on this journey.
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Have you been doing your summer reading? At the beginning of the year, we curated a list of books for both personal and business-related growth. July’s book, recommended by our friends at Vector Wealth Management, is "Traction: Get a Grip on Your Business" by Gino Wickman. Check out a summary and the full list of book recommendations here: https://lnkd.in/g4H-uNRn
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Helping our advisors succeed and reach their goals is our highest priority. A big thank you to Andy Dropkin,CFP®, CPWA®, CAP® of CD Wealth Management for sharing your experience working with Bluespring.
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As part of our 2024 Summer Reading List published at the beginning of the year, our partner firm Christopher Street Financial shared their June recommendation, "Stonewall: A Building. An Uprising. A Revolution" by Rob Sanders and illustrated by Jamey Christoph. As #PrideMonth comes to a close, see below for what Christopher Street had to say about this important work, and check out our full reading list here: https://lnkd.in/g4H-uNRn
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We're proud of Nicholas Harris, who is halfway through his summer internship with us. It was great to see our partner Michael Rudelson show Nicholas the ropes at LifeBridge Financial Group for a day while imparting knowledge from generation to generation.
Managing Director of LifeBridge Financial Group with 40 years of experience helping UT physicians with their ORP plans.
Love teaching our Summer intern Nicholas Harris ⭐️
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Only 11% of financial professionals are 40 years old or younger -- how do we attract the next generation of talent? Listen to insights from our Bluespring Advisors: https://lnkd.in/gSSfc6m3
Empowering the next generation of financial professionals.
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