Bluespring Wealth Insights

Leadership

Bluespring Wealth - California professionals have been featured in various industry media publications for commentary and perspectives.

As Featured In

Portrait of Mike Futterman, Wealth Advisor supporting retirement planning and wealth management services at Bluespring Wealth California

Mike Frazier

Mike has transitioned to the Chairman role at Bluespring Wealth Management. This follows two and a half decades of running the legacy Bedell Frazier firm

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Portrait of Jim Wilson, Chairman at Bluespring Wealth California supporting fiduciary wealth management and long-term financial planning services

Jim Wilson

Jim has specialized as an advisor to wealthy individuals, families, and business owners in Sacramento and the Bay Area for over 35 years. He is

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Portrait of Mike Hernandez, Wealth Advisor supporting financial planning and investment management services at Bluespring Wealth California

Michael Harris

As Chief Investment Officer, Michael is responsible for developing and overseeing our investment strategy, promoting alignment with goals and risk management objectives. Michael oversees the

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Portrait of George Sutcliffe, Chief Operations Officer at Bluespring Wealth California overseeing operations and wealth management support services

George Sutcliffe

George is the Head of Operations for Bluespring Wealth Management. He is responsible for overseeing daily operations to keep everything running smoothly, including processes, systems

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Portrait of Meredith Rogers, Client Service Associate supporting client communication and financial planning operations at Bluespring Wealth California

Meredith Rosen

Meredith brings decades of experience to her role of President. She joined Bedell Frazier Investment Counselling in 2004 and became a partner of the firm

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