Bedell Frazier and Capital Planning are now Bluespring Wealth

Bedell Frazier and Capital Planning are now Bluespring Wealth

Bedell Frazier and Capital Planning are now Bluespring Wealth

The right financial strategy starts with the right partner.

We partner with individuals, families, and business owners who value thoughtful planning, disciplined investing, and proactive protection—many of whom come to us through long-standing client relationships and referrals.

Through integrated financial planning, investment management, and insurance solutions, Bluespring Wealth California supports clients navigating complexity – where financial decisions aren’t isolated, and every move impacts the bigger picture.

Different stages.
One connected approach.

We meet you where you are and help you move forward with intention.

The Builder

Early-stage professionals and inheritors of opportunity.

You’re at the beginning of your wealth journey—whether building it yourself or stepping into it—and want to make smart decisions from the start.

Financial planning to establish direction and priorities
Investment management designed to build long-term growth
Insurance strategies intended to protect against early risks

The Optimizer

Peak earning years, with multiple priorities.

You’re managing it all—career growth, family responsibilities, and long-term planning—while trying to stay ahead financially.

Align investment strategy with mid-term and long-term goals
Coordinate cash flow, tax planning, and competing priorities
Implement insurance strategies to protect income and family

The Business Owner

Business owners building wealth inside and outside their business.

Your business is your primary asset—but it’s not your entire financial future. You’re focused on growing enterprise value while creating personal wealth beyond the business.

Align business income with personal financial strategy
Coordinate investment, tax, and succession planning
Insurance planning designed to protect business and personal assets

The Transitioner

5–10 years from retirement.

You’re approaching a major shift—and want to prepare yourself from every angle.

Assess your retirement readiness and income sustainability
Adjust investment strategy for distribution and tax efficiency
Evaluate insurance, estate, and risk strategies ahead of transition

The Legacy Planner

High-net-worth individuals and legacy-focused families.

Your focus has shifted to preservation, impact, and continuity.

Advanced planning for wealth transfer, estate, and charitable giving strategies
Investment management focused on preservation and long-term growth
Coordinate with attorneys, CPAs, and advisors to support long-term legacy planning

Our Approach

We listen first then build from there.

No matter your stage—building, balancing, growing, or transitioning—your strategy should reflect both where you are today and where you want to go next.

We start with your story...

We begin with the questions that matter most—so everything we build reflects what truly matters to you.

What matters most?
What keeps you up at night?
Where do you want to go?
What does success looks like?

See your full financial picture...

From there, we evaluate your complete financial life to create a connected, comprehensive plan.

Clear view of your financial life
Review of current assets and positioning
Alignment with your goals and priorities
Identification of opportunities and gaps

Then put your plan into action.

Then, we actively manage your assets with a strategy designed around your goals and built to adapt over time.

Custom, globally diversified portfolios
Proactive, tax-aware strategies
Ongoing risk monitoring
Continuous portfolio oversight

The right strategy starts with the right partner.

If you're ready for a more connected approach to financial planning, investment management, and insurance—we’re here to help.