Preparing your business.
Preserving your legacy.

Our commitment goes beyond financial investment. We're dedicated to helping you create enduring value that will support you, your employees, and your clients into the future.

Let's take your business forward.

At Bluespring, our mission is to be a succession partner who can help legacy-minded registered investment adviser and wealth management firms realize their full potential.

Our Model

We help business owners create what's next. The Bluespring method focuses on succession planning, creating flexible ownership arrangements, providing capital support, and optimizing your earn-out. When working with Bluespring, you can feel full confidence that clients will continue to receive the highest level of service as your business evolves.

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Why Bluespring Wealth Partners

Learn how we've helped RIAs and wealth management firms transition.

Our Areas of Expertise

From identifying and recruiting successors to creating custom business plans and providing operational support, our solutions help you succeed.

Your Transition

We help design the next phase according to your vision and the unique needs of your business.

Bluespring Wealth Partners was integral in helping our firm identify and recruit a successor who was the right cultural fit for both me and my clients.

Mike Rudelson,

LifeBridge

Partnering with Bluespring perfectly positions me to drive exponential growth - this is just the first of many acquisitions in my future!

Steve Engro,

Beacon Financial Group

Bluespring ensured a seamless transition and even came up with a social media plan that drastically increased our online presence while generating productive leads.

Dan LaScoezec,

Hickory Asset Management

Preparing your business.
Preserving your legacy.

Let's take your business forward.