Built on Trust. Ready for What's Next.
Bluespring Wealth brings together three respected Midwest firms with one shared belief: the best financial planning should be both personal and comprehensive. Together, we give our clients more expertise, more capabilities, and the same trusted relationships.
OUR VALUES SHOW UP IN THE WORK
- Team Effort. Together, we deliver more than any one of us could alone.
- Champion Growth. We pursue growth intentionally, creating opportunity for our clients, our team, and our firm.
- Stewardship. We care for every relationship and every responsibility as if it were our own.
- Humbly Confident. We lead with expertise, curiosity, and the humility to keep learning.
- Own the Outcome. We take responsibility, solve problems, and see commitments through to the finish.
OUR FOUNDING FIRMS
Three Strong Foundations. One Bluespring Wealth.
What started as three established Midwest firms is now one stronger team. Bluespring Wealth Midwest brings more perspective and capabilities to the table without losing the local relationships our clients value.
Goldstein Advisors
Since 1998, Goldstein Advisors has helped Madison families and business owners make confident financial decisions. Their advisors and in-house tax team act as a personal CFO, integrating investments, planning, and tax strategy under one roof.
Charter Capital Management
For 45 years, Charter Capital Management has served the Milwaukee area, led by CPAs who manage investments and tax together, and act as a true financial quarterback for their clients’ most complex decisions.
Vector Wealth Management
Since 1993, Vector Wealth Management has guided Minneapolis families through every stage of their financial lives, pairing comprehensive, goal-based planning with disciplined, evidence-based investment management.
3 Locations
22 Advisors
$3.5B Assets Under Management
Bringing these firms together allows us to combine our strengths and create new opportunities for our clients, our team, and the communities we serve.”
– Andy Peters, President and Managing Partner, Wealth Advisor
Our Approach
The Big Picture is Our Starting Point
Every financial decision affects another. That’s why our advisors work together across disciplines to build a strategy around your entire financial life, balancing opportunity, risk, and what matters most to you.
- Your interests first. A fiduciary approach grounded in what’s right for you.
- One connected team. Expertise across planning, investments, tax, and more.
- Built around your life. Strategies that evolve as your goals, life events, and circumstances change.
- Risk with reason. A disciplined approach designed for long-term stability, liquidity, and growth.
Our Process
We Do the Heavy Lifting. You Do the Dreaming.
Together, we’ll turn it into a clear financial plan for your future.
01
Let’s Talk
We start with a real conversation about where you are, what matters to you, and how to achieve your financial goals.
02
We Connect the Dots
Our team looks across your complete financial picture to identify opportunities, risks, and the right path forward.
03
Your Plan in Action
We put the plan to work and stay actively involved, adjusting as markets, priorities, and life change.
Who We Serve
Your Life's Work, Well Cared For
Our clients have worked hard to build successful careers, businesses, and lives. They want to make smart decisions about their wealth without managing every detail themselves. That’s where we come in.
- Families planning for retirement, education, and the people they care about.
- Business owners navigating growth, succession, and what comes after.
- Professionals and executives balancing investments, concentrated stock, taxes, and long-term goals.
Frequently Asked Questions
A lot of our clients could manage their investments themselves. Some did for years. Where we add value is seeing how every decision connects, from investments and taxes to retirement, estate planning, and everything in between.
We keep an eye on the full picture year-round, so when it’s time to sell a concentrated position, claim Social Security, make a Roth conversion, or navigate another big decision, you’re not starting from scratch. You already have a team that knows you and knows your plan.
We do our best work when there’s more to your financial life than one person should have to keep track of alone. That might mean selling a business, managing concentrated stock, planning for retirement, passing property to the next generation, or taking over finances after losing a spouse.
What these situations have in common is complexity and decisions that matter. And if your financial life is straightforward and you enjoy managing it yourself, we’ll be upfront about whether we can add enough value to make working together worthwhile.
Sometimes a second set of eyes is all you need. We offer a no-obligation review of your current plan to look for opportunities or details that may have been overlooked.
That could mean outdated beneficiary designations, missed Roth conversion opportunities, or investments that make sense individually but aren’t working together as one portfolio. These are expensive to leave alone. But sometimes, we find everything is working exactly as it should. If that’s the case, we’ll tell you that too.
It means your investments, financial plan, and taxes don’t live in separate worlds. Our in-house tax professionals work alongside your advisors, so everything from Roth conversions and charitable giving to withdrawals and major financial decisions can be considered together.
We even ask for your tax return early in the process, before making recommendations. And when estate planning comes into play, we coordinate directly with your attorney. Less back-and-forth for you. More opportunities for us to connect the dots.
You’ll get to see how we work before deciding whether to work with us. The first four steps of our eight-step process – Initial Discovery, Data Gathering, Fact Finding, and Plan Presentation – happen before you become a client and at no cost. You’ll see our analysis and recommendations before you’re asked to sign anything.
The process typically takes [six to eight weeks], depending largely on how quickly we can gather your financial documents. If you decide to move forward, we handle onboarding and implementation, check in after 45 days to make sure everything has transitioned smoothly, and continue with regular reviews from there.
We charge a transparent advisory fee based on the assets we manage. You’ll know exactly what you’re paying and what you receive in return before you decide to work with us.
We don’t sell proprietary products. Our recommendations are built around your goals and what makes sense for your financial life.
Bluespring Wealth Partners is a national wealth management platform, founded in 2019 and headquartered in Austin, Texas, that partners with independent advisory firms across the country. For us, joining Bluespring came down to two things: more continuity and more capability for our clients.
Your financial plan can span decades, so it shouldn’t depend on any one advisor. And with Bluespring behind us, our local team has access to the technology, operations, and support of a much larger organization.
But the people making the decisions haven’t changed. Your relationship, your plan, and your advice still come from your local team. Bluespring provides the infrastructure behind us. It doesn’t manage your money or make decisions about your plan.
Your accounts stay in your name with an independent third-party custodian. We never take possession of your assets, and our access is limited to managing your accounts and deducting the advisory fee you authorize.
There’s also no long-term contract. You can end the relationship with 30 days’ notice, and because your accounts are already held in your name, your assets don’t have to move with us.
It starts with a conversation. We’ll spend 30 to 60 minutes getting to know you, what you want your money to make possible, and what brought you to us. We’ll also explain how we work and answer whatever questions you have.
From there, we decide together whether it feels like a good fit. If it does, we’ll chart the course forward. If it doesn’t, we’ll tell you. No pressure. No follow-up sales pitch. Just a conversation about whether we’re the right team for you.