Bluespring Wealth Partners Acquires Hickory Asset Management
AUSTIN, Texas-- 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. “Their entrepreneurial spirit and desire to build and preserve a lasting legacy for clients and employees alike falls squarely in line with our mission at Bluespring Wealth. We look forward to working together to build a strategy that will optimize value for the team.”
Hickory Asset Management is led by Daniel G. LeScoezec, CHFC®, President, who has over three decades of financial services experience.
“Establishing an effective succession plan is paramount to our business and the most important step in building our legacy as a firm,” said LeScoezec. “Partnering with Bluespring Wealth will not only help us devise a customized plan for the future and grow our practice, but also open up the doors to a culture steeped in entrepreneurship and success.”
Bluespring Wealth was launched in July 2019 and works exclusively with legacy-minded RIA and wealth management firms.
About Bluespring Wealth Partners, LLC
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.
To learn more about Bluespring Wealth Partners, visit www.bluespringwealth.com.
