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Bluespring Wealth Partners

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美利堅合眾國

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2019 (6 )

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了解 Bluespring Wealth Partners

Founded in 2019 as a subsidiary of Kestra Holdings, Bluespring Wealth Partners focuses on acquiring and partnering with high-quality, growth-focused registered investment advisory (RIA) firms and wealth management practices. Their business model is designed to provide financial advisors with a succession planning solution, capital for growth, and access to a shared services platform that includes expertise in technology, compliance, operations, and marketing. By doing so, they aim to preserve the legacy of the acquired firms while empowering them to accelerate their growth and better serve their clients.

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