Welcome to Bluespring Wealth – California. The roots of this new firm run deep through the legacies of Bedell Frazier Investment Counselling and Capital Planning Advisors. These were evolutionary firms with storied histories of risk-taking
At Bedell Frazier and Capital Planning Advisors, our mission has always been simple: provide thoughtful, objective guidance for our clients throughout every season of life. As the wealth management landscape evolves, we believe the best
Up, up, and away has certainly been the theme for stocks all Spring. Actually, blast off is more like it. Nothing has stalled this mighty ascent. Tech Stocks continue to lead the charge higher. The
A financial advisor helps you create a clear plan for your money—covering everything from investments and retirement planning to tax strategies and insurance. At Bluespring Wealth California, we take a comprehensive approach, aligning every part of your financial life so you can make confident decisions at every stage.
Business owners often benefit the most from financial guidance. A financial advisor can help align business income with personal wealth, optimize taxes, manage investments, and plan for exit or succession. We specialize in helping business owners turn business success into long-term financial independence.
Choosing the right firm starts with finding a team that understands your goals and offers integrated services. Look for experience, a client-first approach, and the ability to coordinate financial planning, investment management, and insurance. Bluespring Wealth California provides a personalized, strategy-driven experience designed for long-term success.
A wealth management firm typically offers financial planning, investment management, charitable giving strategies, estate & tax planning and risk management through insurance solutions. At Bluespring Wealth California, we integrate all three to create a cohesive strategy tailored to your goals, whether you’re building, growing, or preserving wealth.
A financial advisor can help anyone looking to make more informed, confident decisions about their money—especially when life or finances start to become more complex. Whether you’re just starting to build wealth, managing multiple income streams, or planning for what’s next, a financial advisor helps bring structure, clarity, and strategy to your financial life—so every decision moves you forward.
Bluespring Wealth West Coast is built around a simple idea: your financial life isn’t made up of isolated decisions—so your strategy shouldn’t be either. This is why we take an integrated, systems-based approach that connects financial planning, investment management, estate plan, charitable giving, tax planning and insurance into one coordinated strategy. Instead of reacting to events as they happen, we help you move forward with a clear plan, aligned decisions, and ongoing guidance. At the end of the day, what makes us different is how we think, how we plan, and how we show up—consistently, proactively, and with your best outcome in mind.
