Bluespring Acquires Goldstein


December 21, 2022

On December 19, 2022, Bluespring Wealth Partners, LLC announced its acquisition of Goldstein Advisors.

Under the terms of the transaction, Bluespring Wealth Partners, LLC (“Bluespring”) has acquired Goldstein Advisors (“Goldstein”). Further terms of the deal were not disclosed.

Bluespring, based in Austin, Texas, is a subsidiary of Kestra Holdings, a broker-dealer also based in Austin. Bluespring advises financial advisory firms on business development and successor planning.

Goldstein, based in Middleton, Wisconsin, is a registered investment advisor providing investment, tax, and financial planning services. Goldstein manages approximately $700 million in client assets.

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