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Bluespring Wealth Acquires Financial Stake in US Financial Services to Accelerate Growth
Friday 07 August 2020

US-based RIA and wealth management acquisition company Bluespring Wealth Partners, LLC has acquired a financial partnership stake in New Jersey based financial planning services firm US Financial Services to lay groundwork for future growth with succession planning, the company said.

Terms of the transaction were not disclosed.

The company empowers clients through an educational, mindful approach to money management and deliver financial planning services including risk management, goal-based investing, estate and legacy planning, cash flow analysis, and long-term business succession planning.

US Financial Services serves a diverse client base with strategies tailored to meet the unique needs of high-net-worth individuals, families, business owners, female investors, and physicians.

Bluespring Wealth Partners, LLC acquisition and servicing of wealth management firms seeking continuity for clients and the business they have built.
Date Published: 07/08/2020