Kestra-backed Bluespring Wealth Partners to acquire Goldstein Advisors.

Kestra-backed Bluespring Wealth Partners, a wealth management firm, agreed to acquire Goldstein Advisors, a comprehensive financial services firm overseeing approximately $700m in client assets. Financial terms were not disclosed. "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. 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," Jon Goldstein and Andy Peters, Goldstein Advisors Principals.