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In 2023, we partnered with Bluespring Wealth Partners (BSW). 

This partnership allows us to focus more attention on serving our clients with new superior resources, deeper security, training, and expansive services, while enhancing the experience our clients have come to expect.

 

Community

The Bluespring network represents 30+ like minded firms from around the nation who represent the pinnacle of the financial services industry. This provides us with a collaborative network to share ideas, best practices, and expertise to ensure we’re always finding ways to improve all aspects of the client experience. 

Stronger Security & Infrastructure

Enhanced technology and cybersecurity to better protect you, your information, and accounts.

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.

Institutional Level Support

A dedicated team behind the scenes handling key operational functions so we can stay focused on you. 

  • Accounting / Accounts Payable 
  • Human Resources / Benefits / Recruiting
  • Consulting on Business & Strategic Planning
  • Legal Team

Broader Planning Capabilities 

BSW provides us access to a deeper bench of specialists to provide expertise we can harness to add additional services for 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.