Bluespring Wealth Partners Strengthens National Presence With $700+ Million Goldstein Advisors
AUSTIN, Texas--(BUSINESS WIRE)--Dec 19, 2022--
Industry-leading acquirer and partner of best-in-class wealth management firms, Bluespring Wealth Partners (BWP), today announced the addition of Goldstein Advisors, a comprehensive financial services firm overseeing approximately $700 million in client assets.
Goldstein Advisors is a registered investment adviser in Middleton, Wisconsin. Led by Principals Jon Goldstein and Andy Peters, the firm specializes in providing strategic investment, tax, and financial planning services. The company’s team of advisors works closely with clients to develop personalized financial plans that are tailored to their unique needs and goals, with a focus on helping them grow and protect their wealth over the long term.
Goldstein Advisors has a history of consistent organic growth, evident in its expanding client base in Wisconsin and throughout the country. Boasting an impressive team of young talent, Goldstein Advisors will be provided opportunities for growth through this new partnership. The firm also plans to leverage Bluespring Wealth Partners’ deep bench of business consulting resources as it continues to scale.
“Our decision came down to the strong cultural alignment we have with the Bluespring Wealth Partners team. We’re a client-first firm with a team-oriented, growth-minded approach,” said Goldstein and Peters. “Bluespring Wealth Partners checked all our boxes, allowing us to keep our brand, identity in the local community, and processes that work for our team and clients while providing support to achieve our long-term goals.”
The Goldstein Advisors team includes specialists across many key areas such as advisory services, investments, and planning, all of which create an optimal client experience. In 2022, the firm connected with Bluespring Wealth Partners and immediately resonated with their flexible business model. A model that allows the Goldstein team to maintain their entrepreneurial culture while they work with Bluespring to help their business to grow. The new partnership with Bluespring allows the team to focus on their value-add specialties and their clients, while Bluespring removes some of the time-consuming defensive day-to-day tasks associated with maintenance of the business.
“The Goldstein team represents a unique combination of young individuals who have substantial tenure together. Much of the firm’s core advisor team has been with Goldstein for over a decade. This remarkable consistency has created a dependable environment that clients can trust,” said David Canter, President of Bluespring Wealth Partners. “With our aligned values driving this partnership, we’re excited to further elevate the firm’s strong value proposition and act as an engine for continued growth.”
To learn more, visit https://www.bluespringwealth.com.
About Bluespring Wealth Partners, LLC
Through a highly customized and people-centric approach, Bluespring Wealth Partners is dedicated to the acquisition and support of the industry’s premier wealth management firms. In partnering with best-in-class wealth advisors and their teams, Bluespring Wealth Partners looks to perpetuate and enhance the value that they bring their clients, providing continuity and new opportunities in the process. Bluespring Wealth Partners was established with the express purpose of helping entrepreneurs take their business to the next level of growth through successor identification and training, industry-leading consulting and operational resources, flexible ownership arrangements, and institutional capital support. By focusing on partnership as the driver of success, Bluespring Wealth Partners empowers wealth management firm owners to elevate their business without sacrificing their entrepreneurial spirit, founding principles, and long-term vision.
Bluespring Wealth Partners is a subsidiary of Kestra Holdings.
Securities offered through Kestra Investment Services, LLC member FINRA/SIPC, and investment advisory services offered through Kestra Advisory Services, LLC.
For more information about Bluespring Wealth Partners, please visit www.bluespringwealth.com.
View source version on businesswire.com:https://www.businesswire.com/news/home/20221219005548/en/
CONTACT: Gregory FCA for Bluespring Wealth Partners
Erin Jacob 610-200-0566
KEYWORD: WISCONSIN TEXAS UNITED STATES NORTH AMERICA
INDUSTRY KEYWORD: OTHER PROFESSIONAL SERVICES PROFESSIONAL SERVICES FINANCE
SOURCE: Bluespring Wealth Partners, LLC
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PUB: 12/19/2022 10:31 AM/DISC: 12/19/2022 10:31 AM