Announced
Completed
Financials
Tags
Completed
Friendly
consulting
Diversified Financials
United States
Acquisition
Majority
Domestic
Private
Private Equity
wealth management
asset management
Single Bidder
financial services
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.
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