Kramer Levin Advises Bluespring Wealth Partners in Acquisition of a Financial Interest in Beacon Financial

Category: Defining Matters
Date: Sept. 27, 2019
Title: Kramer Levin Advises Bluespring Wealth Partners in Acquisition of a Financial Interest in Beacon Financial

On Sept. 21, 2019, Kramer Levin client Bluespring Wealth Partners LLC, a wholly owned subsidiary of Kestra Financial Inc., announced that it has completed its acquisition of a financial interest in Beacon Financial Group, a financial planning and insurance advisement firm. Bluespring Wealth is a new business focused exclusively on acquiring experienced registered investment adviser and wealth management firms.