Bluespring Wealth Partners was established with the express purpose of helping wealth management firms realize their full potential. You may or may not have a plan for the future of your business. Either way, competing in today’s wealth management landscape means you’ll need an operating partner with the resources, capital, and experience to help you grow and execute on your vision for the business—that’s where we step in. We invest in registered investment advisor and wealth management firms, to create greater opportunity and growth, while preserving the core values you’ve built for your clients, employees, and yourself.

Disclosure: Bluespring Wealth is a wholly owned subsidiary of Kestra Holdings