On March 7, 2024, Bluespring Wealth Partners announced that it combined its two Florida-based partner firms, Retirement Wealth Specialists and Security Financial Management.
Bluespring Wealth Partners (“Bluespring”) announced on March 7, 2024 that it combined its two Florida-based partner firms, Retirement Wealth Specialists (“RWS”) and Security Financial Management (“SFM”). RWS will merge under SFM’s brand. Further terms of the transaction were not disclosed.
Bluespring, based in Austin, Texas, is subsidiary of Kestra Financial that acquires wealth management firms. Kestra Financial based in Austin, Texas, is an independent broker dealer providing a financial services platform and investment advisory services. Kestra Financial has $103 billion in assets under advisement.
RWS, with offices in Sarasota, Longwood, and St. Augustine, Florida, is a wealth planning firm providing retirement, investment, estate, insurance, and tax planning services.
SFM, based in Orlando, Florida, is a wealth management firm providing investment strategy and retirement, estate, and insurance planning services.
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