For those of you who would prefer to listen:
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 and whatever it takes attitudes which thrived during the RIA renaissance of the 2010s. They successfully navigated the choppiness and uncertainty during Covid and are positioned well for these 2020’s. These organizations were fiercely independent, centered around people and operated actively in the Business of Life. It’s that commitment that will drive Bluespring Wealth – California in the decades to come.
The leaders of Bedell Frazier and Capital Planning outlined a vision for a combined entity with shared values and interests. The mission is an authentic and personalized, client-first, comprehensive financial services organization for this Digital Age. Blazing new trails toward prosperity for its clients is nothing new. Innovative and creative thinking will be married with digital resources and tools.
Entrepreneurialism still runs through the pipes. We’re going to work to strengthen our relationships with existing clients and attract new clients with the same service model. What’s more, the new organization will build an environment that appeals to firms and professionals who share the values and vision. Recognizing and acting upon them is key. Bluespring Wealth is focused on evolving in an ever-changing industry.
Change is a constant. Embracing new ways and innovative solutions has been core to each firm’s longevity and success. That will continue. In fact, it will accelerate. Understanding and implementing contemporary solutions to modern challenges will be the way. Rooted in California and spanning the West Coast and beyond, this new firm is fixated on its mission. The organization is committed to being on the right side of change. Client-first will always be the focus.
As a partner in the Business of Life, Bluespring Wealth will be there to help design plans for major financial goals such as education, retirement planning and wealth management. We strive to serve as a trusted resource in helping clients navigate financial decisions.
I am proud of the next generation of leaders who will be carrying the torch and writing the new chapters. Bedell Frazier and Capital Planning are great stories. Bluespring Wealth – California ushers in a new day. Familiar names and new ones will take center stage.
Meredith Rosen and George Sutcliffe will skillfully lead the group. Able-bodied and brained Mike Harris will navigate the Market with seasoned wingmen Jim McCarthy and Terry Chiu at his side. The savvy Larry Hansen is knowledgeable in working with business owners and estates. The Dynamic Duo of Angie and Lisa make it clear who really runs the Roseville office. This group is talented on the Advisor side, with John Chang running point while Cameron, Anthony, Abe and JT prove they’re not just the future; They’re already already contributing in the present. Jason Martin excels in his role as our retirement plan go-to.
Ayse is the Director of First Impressions who instantly makes you feel special and can light up a room. Yezmin adeptly engages with Schwab daily as a point person to get things done. Derk is the mad scientist behind the scenes who makes sure the trains operate and all systems are a go. Trades and global portfolio analysis run through John and Justin in Walnut Creek. Newcomers Jillian, Lalith, Rich and Elaine have made immediate impacts, with bright futures ahead. And of course, everyone is excited for the return of Debbie Mitchell early next year.
Finally, for Chairmen Jim Wilson and yours truly, arm and arm with our ambassador Michael Sollazzo, we stand with pride, providing support, guidance and our seasoned perspectives (by request of course…) as this new organization takes flight. It’s not easy to hand over the reins, but it’s the right thing to do and the right time to do it. We 3 plan to be their biggest fans.
These are disruptive times and we are in a disruptive industry. That’s always been the case. Our comfort is found in pioneering. This strategic combination of these organizations provides the ability to continue to be a trailblazer and agent of change. We are helping shape the future of Bluespring and the future of the financial services industry. Connecting Sacramento to the Bay Area is the first step in connecting the rest of the country. Like the advancement of the transcontinental railroad in the 19th century, Bluespring Wealth – California will be the Golden Spike that connects yesterday to today and tomorrow.
It’s a new day, and we are very optimistic about our future.
Mike
