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In 2023, we partnered with Bluespring Wealth Partners (BSW). This partnership empowered us to continue investing in our robust growth, take steps to build upon our client experience and service offering, while, importantly, maintaining our independence and identity as an RIA.

 

Community

The Bluespring network represents 20+ high quality, sophisticated wealth management firms, that are part of this exclusive network. This provides us with a collaborative network of like-minded firms to share ideas, best practices, and expertise to ensure we’re always finding ways to improve our client experience.

Specialized Training

This partnership helps support our Leadership in providing ongoing training and development programs for advisors on our team, ensuring they stay up to date with industry trends, best practices, and innovative financial strategies.

Dedicated Support Teams

This allows us to gain access to specialized teams handling administrative functions, allowing us to focus more on client relationships.

  • IT / Cybersecurity Team
  • Accounting / Accounts Payable (Billing)
  • Human Resources / Benefits / Recruiting
  • Consulting on Business & Strategic Planning
  • Legal Team

Strategic Partnerships

BSW provides us access to in-house teams that provide additional expertise and services that we can harness to add additional services to our clients.

  • Kestra Investment Management (KIM): Dedicated team of investment professionals focused on providing portfolio research, and economic insights
  • Kestra Insurance Planning (KIP): Offers specialized expertise in life insurance, disability insurance, long-term care insurance, and annuities.
  • Arden Trust Company: Industry leading personal trust services designed to support families and preserve relationship for generations.
  • Bluespring Advanced Planning Group:  Highly specialized team to offer support on complex estate and tax planning for ultra-high net worth families
  • CreoValo:  Designed to assist business owners in navigating the various alternatives available when considering a sale of their business and exploring options to raise capital.  Their expertise lies in preparing, valuing, and bringing a company to market.