Bluespring Wealth Partners, LLC, an acquirer and partner of wealth management firms, has purchased Capital Planning Advisors. The deal will establish a Bluespring hub on the west coast and expand the firm’s geographic footprint.
Capital Planning focuses on comprehensive wealth management experiences through financial planning, tax and estate expertise paired with institutional investment management practices. The firm serves a diverse client base of HNW individuals and businesses for a total of $1.1 billion in assets under management.
“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,” said Stuart Silverman, president of Bluespring Wealth Partners. “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.”
David Selig of Advice Dynamics Partners served as an advisor to Capital Planning Advisors for the transaction.