Bluespring Wealth Acquires Capital Planning

INVESTMENT MANAGEMENT DEALS BLOG

December 22, 2021

On December 9, 2021, Bluespring Wealth Partners, LLC announced its acquisition of Capital Planning Advisors, LLC.

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

Bluespring Wealth, based in Austin, Texas, is a subsidiary of Kestra Holdings and specializes in helping entrepreneurs grow their business through successor identification and training, institutional-level capital support, and flexible ownership arrangements.

Capital Planning, based in Roseville, California is a Registered Investment Advisor that offers wealth management, estate, tax, financial planning, and investment management services to high-net-worth individuals and businesses. Capital Planning has approximately $1.1 billion in assets under management.

To read the press release: please click here.