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Press Release

Bluespring Wealth Partners Leads Acquisition of Financial Interest in Beacon Financial Group

by Stuart Silverman
September 17, 2019

$800 million RIA sought access to capital support for future growth and business continuity.

by Stuart Silverman

AUSTIN, Texas--(BUSINESS WIRE)--Bluespring Wealth Partners, LLC (Bluespring Wealth Partners), a business focused exclusively on acquiring experienced registered investment adviser and wealth management firms, has announced three new hires, including:

  • Brett Gage, Mergers & Acquisitions Specialist– Gage will be responsible for analyzing all activity related to mergers and acquisitions, including vetting new opportunities and providing ongoing support for acquired firms. Previously, he specialized in transaction execution for private equity clients at Goldman Sachs and oversaw a wide range of transactions across the United States and Asia.
  • James Mackiewicz, Vice President of Strategic Growth – In his new role, Mackiewicz will work directly with current and future acquired firms to aid their transition to Bluespring Wealth Partners and establish growth goals. He will ensure firms aligned with Bluespring Wealth Partners optimize their performance and take full advantage of all available resources. In his prior role at AssetMark, Mackiewicz worked with advisors on strategic and succession planning initiatives.
  • Sarah Schilling, Channel Marketing Manager– Schilling will create marketing strategies to increase Bluespring Wealth Partners' brand recognition and will manage the implementation of integrated marketing plans, including promotional communications, collateral, public relations, events, web content, and more. Schilling brings a strong background of financial services marketing from her previous role at Kasasa where she managed marketing plans for a portfolio of over 50 clients.

"We've experienced rapid growth this year due to the industry's insatiable need for succession and capital support," said Stuart Silverman, President of Bluespring Wealth Partners. "We're delighted to welcome James, Brett, and Sarah, whose vast experience in financial services will expand our reach and ability to partner with elite wealth management firms."

Since its inception in July 2019, Bluespring Wealth Partners has been an active acquirer of legacy-minded RIAs and wealth management firms.

About Bluespring Wealth Partners, LLC

Through streamlined and unique succession strategies, Bluespring Wealth Partners is dedicated to the acquisition and servicing of wealth management firms seeking continuity for clients and the business they have built. Bluespring Wealth Partners was established with the express purpose of helping entrepreneurs transition their business to the next level of growth through successor identification and training, flexible ownership arrangements, institutional-level capital support, and earn-out optimization.

By focusing on partnership as the driver of success, we help business owners ensure a lasting legacy while preserving the core values on which their firms were built.

Bluespring Wealth Partners is a wholly owned subsidiary of Kestra Financial, Inc.

For more information about Bluespring Wealth Partners, please visit www.bluespringwealth.com.

Contacts

Gregory FCA for Bluespring Wealth Partners
Jen Diehl, 610-228-2124
kestra@gregoryfca.com

Contacts

Gregory FCA for Bluespring Wealth Partners
Jen Diehl, 610-228-2124
kestra@gregoryfca.com

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