Bluespring Wealth Partners has announced the strategic combination of two partner firms to create a Florida hub with advisors managing more than $1.4 billion in client assets.
Retirement Wealth Specialists and Security Financial Management are uniting under the latter firm’s brand with five locations across the state. The firms have been independently affiliated with Bluespring for several years, but the combination will provide greater scale and resources for both firms’ clients and teams.
“The philosophy of SFM aligns perfectly with RWS, and all parties involved are thrilled to announce this partnership through the continued relationship-building process mobilized by Bluespring,” said Keith Moore, chief operations officer and partner at SFM. “We’re looking forward to learning from one another as we continue to build a firm that our teams are proud to be a part of.”
Bluespring recently acquired a $500M family-run firm in Virginia, and last year the RIA consolidator, a wholly owned subsidiary of Kestra Holdings Inc., saw the departure of its president and strategic advisor David Canter, former leader of RIA custody at Fidelity Investments. He joined CAIS as a strategic advisor last month.
“We’re excited about the merger of RWS into SFM, which will strengthen the capabilities of SFM while securing the legacy of RWS,” said Bluespring chairman Stuart Silverman. “Bluespring is all about helping firms realize their potential and helping them to create enduring value. Two of our partners merging to become a leading wealth management firm in the Southeast is a testament to the high level of quality and like-mindedness we’ve built in the Bluespring community, further echoing the advantage of integration into the BWP ecosystem.”
Elsewhere in Utah, Raymond James also welcomed another experienced advisor from D.A. Davidson.
A federal appeals court says UBS can’t force arbitration in a trustee lawsuit over alleged fiduciary breaches involving millions in charitable assets.
NorthRock Partners' second deal of 2025 expands its Bay Area presence with a planning practice for tech professionals, entrepreneurs, and business owners.
Rather than big projects and ambitious revamps, a few small but consequential tweaks could make all the difference while still leaving time for well-deserved days off.
Hadley, whose time at Goldman included working with newly appointed CEO Larry Restieri, will lead the firm's efforts at advisor engagement, growth initiatives, and practice management support.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
