Deal strengthens Bluespring Wealth Partners’ Southeast presence and commitment to building around talented young wealth management leaders
AUSTIN, Texas–(BUSINESS WIRE)–Bluespring Wealth Partners, LLC, an industry-leading acquirer and partner of best-in-class wealth management firms, today announced the acquisition of the businesses of Cristina Briboneria and Eric Pucciarelli, two independent financial advisors affiliated with oXYGen Financial, Inc. The pair will join Bluespring Wealth Partners’ Atlanta-based hub, led by Brandon Hayes and Ted Jenkin, which was acquired in 2019 and continues to operate under the oXYGen Financial brand.
“Cristina and Eric are two young and highly talented leaders who bring unique and complementary skill sets to the table,” said Stuart Silverman, President of Bluespring Wealth Partners. “We’re excited about the role they will play in our expansion throughout Atlanta and the broader Southeastern U.S. and believe they will make outstanding partners for many years to come.”
The addition of Briboneria and Pucciarelli will enable individuals from all three organizations to focus on their respective strengths, become more deeply specialized across a number of areas, and ultimately deliver a better and broader service experience to their clients.
“By merging with Bluespring Wealth Partners, we will now have access to a deep bench of resources through which to serve our clients and fuel the growth of our organization,” said Briboneria, Managing Director and Private CFO at oXYGen Financial. “The application of Bluespring Wealth Partners’ consulting and development resources will help us to elevate every aspect of what we do.”
Briboneria and Pucciarelli oversee approximately $260 million in collective client assets, bringing the total assets under management of the personnel at Bluespring Wealth Partners’ Atlanta hub to roughly $1 billion. Briboneria, who earned the CFP®, AWMA®, and ADPA® designations, is one of the top female financial advisors in the Atlanta region. Meanwhile, Pucciarelli, who has the CRPC® designation and an MBA, has consistently ranked as a top oXYGen Financial producer. Both financial professionals received NAIFA-Atlanta’s prestigious Top Advisors Under 40 award.
“Cristina and I are excited to take our practices to the next level,” added Pucciarelli, Managing Director and Private CFO at oXYGen Financial. “This move is integral to maximizing the value we provide to clients and ultimately delivering a world-class financial planning experience.”
The acquisitions, completed in January, mark Bluespring Wealth Partners’ first two transactions of 2022. To date, Bluespring Wealth Partners has announced four acquisitions in 2022. In 2021, the firm successfully completed five acquisitions.
About Bluespring Wealth Partners, LLC
Through a highly customized and people-centric approach, Bluespring Wealth Partners is dedicated to the acquisition and support of the industry’s premier wealth management firms. In partnering with best-in-class wealth advisors and their teams, Bluespring Wealth Partners looks to perpetuate and enhance the value that they bring their clients, providing continuity and new opportunities in the process. Bluespring Wealth Partners was established with the express purpose of helping entrepreneurs take their business to the next level of growth through successor identification and training, industry-leading consulting and operational resources, flexible ownership arrangements, and institutional capital support.
By focusing on partnership as the driver of success, Bluespring Wealth Partners empowers wealth management firm owners to elevate their business without sacrificing their entrepreneurial spirit, founding principles, and long-term vision.
Bluespring Wealth Partners is a subsidiary of Kestra Holdings.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS.
For more information about Bluespring Wealth Partners, please visit www.bluespringwealth.com.
Contacts
Media:
Gregory FCA for Bluespring Wealth Partners
Leah Pappas, 609-902-5855
kestra@gregoryfca.com
