Bluespring Wealth California

We’re in the business of life. Your Life.

And we’re here to help you move forward with clarity and purpose, so you can focus on what matters most.

Bluespring Wealth California is a fiduciary wealth management firm serving individuals, families, and business owners with complex financial lives – connecting strategy, expertise, and execution, helping clients move forward with confidence.

Built on legacy, designed for what’s next.

Bluespring Wealth California is the successor firm to Capital Planning and Bedell Frazier, two investment advisers that served clients with similar philosophies and client approach. Both firms were built on independence, entrepreneurial drive, and a mission grounded in action, integrity, and results. But they recognized that continued growth would require fresh thinking and a bold new direction.

With that in mind, the firms came together around a shared belief: the future belongs to firms that blend deep relationships with forward-looking innovation. In partnership with Bluespring Wealth Management, they set out to build a unified, client-first firm aligned in purpose and committed to making a lasting impact.

We do things dynamically.

Today, Bluespring Wealth California stands as a West Coast hub grounded in its California roots, seamlessly connected across the region, and intentionally built to attract aligned advisors and next-generation talent. It’s a firm purposefully designed to not only serve clients today, but to evolve, scale, and lead well into the future.

We lead with clarity.

We start with what matters—your goals, your values, your direction—so every decision is grounded in purpose.

We build with confidence.

We strive to simplify complexity and provide insight—so you can move forward informed and in control.

We work to create synergy.

We bring the right people and perspectives together, so that every part of your financial life can work in sync.

We always act with care.

We anticipate needs, handle the details, and strive to deliver a level of service that feels seamless—and deeply personal.

Our Process

The Bluespring approach.

Our process is designed to bring alignment across your entire financial life, because the best outcomes don’t happen by accident—they’re designed, managed, and refined over time.

Define what matters most.

We start by understanding your priorities, values, and vision you have for your future.

Build a coordinated strategy.

Together, your financial life is organized into a clear, cohesive plan aligned with your goals.

Implement with precision.

Your strategy is put into motion: implementing investments, retirement plans, and key decisions with purpose and discipline.

Continue to adapt as life evolves.

You stay engaged as your plan evolves, adapting to change, opportunity, and growth over time.

Your financial life doesn’t exist in isolation, and neither should your strategy.

We take a collaborative, team-based approach, working closely with your CPA, attorney, and other advisors while leveraging our in-house expertise. This strategy is designed to uncover opportunities, solve complex challenges, and deliver a connected, informed strategy to support every aspect of your life.

Aligning our advice with our clients’ goals and priorities.

We’re strive to navigate complexity, seize opportunity, and build something that lasts.

The business of life, thoughtfully managed.

Wherever you’re going next, we’re here to help you get there with clarity, perspective, and a plan designed for what’s ahead.