MergerLinks Header Logo

Announced

Completed

Bluespring Wealth completed the acquisition of Capital Planning.

Synopsis

Bluespring Wealth, a wealth management firm, completed the acquisition of Capital Planning, an investment advisor that provides financial planning, wealth management, and retirement planning. Financial terms were not disclosed. "The deep client relationships Capital Planning Advisors has nurtured make them an obvious fit for our ongoing commitment to expanding the West Coast hub of premier wealth management firms. This team has built an outstanding organization and scalable service model that is deeply impactful to their clients. We are excited to partner with them and further support their personalized, holistic financial planning offerings, and goals for both organic and inorganic growth," Stuart Silverman, Bluespring Wealth Partners President.

Show Details & Financials

Did you work on this deal?

Showcase your expertise to over 3 million dealmakers and industry leaders on Datasite.

Sort

By continuing, you agree to our Terms & Conditions and our Data Privacy Policy

All rights reserved. Copyright © 2025 Datasite