New York-based Hudson Dynamic Retirement will bolster its suite of services by folding into existing Bluespring firm, U.S. Financial Services, extending the hub’s footprint
AUSTIN, Texas–(BUSINESS WIRE)–Bluespring Wealth Partners, LLC, an industry-leading acquirer and partner of best-in-class wealth management firms, today announced the addition of Hudson Dynamic Retirement of Elmsford, New York. The $265 million firm will merge into Bluespring Wealth Partners’ U.S. Financial Services, which was acquired in 2020, creating a fourth office location for U.S. Financial Services.
Led by President Andrew (Andy) Brief and Lead Advisor Christina Dziadzio, Hudson Dynamic Retirement has built a business on providing highly individualized services that focus on clients’ unique needs. By joining forces with U.S. Financial Services, the firm will bolster its client offerings through enhanced estate planning, portfolio design, and investment services. In turn, U.S. Financial Services will add a talented group of advisors to its roster while deepening its ties to the New York market.
“Hudson Dynamic Retirement has always had strong ties to the teams at U.S. Financial Services and Bluespring Wealth Partners,” said Stuart Silverman, President of Bluespring Wealth Partners. “As Andy looks to continue supporting his firm and developing the next generation of leadership, this partnership made great sense for both sides.”
U.S. Financial Services will provide greater depth of client service and a broader suite of client-facing capabilities, allowing the Hudson Dynamic Retirement financial professionals to focus more on their valuable client relationships as they grow.
“This merger allows us to provide the next generation of financial professionals access to a like-minded team with increased resources to perpetuate success,” said Brief. “I’ve personally known Stuart for over 40 years, and I’m positive our partnership with Bluespring Wealth Partners and U.S. Financial Services will help to accelerate our business and ensure continuity for generations of clients.”
This acquisition marks the fifth transaction of 2022 for Bluespring Wealth Partners. Both Hudson Dynamic Retirement and U.S. Financial Services are associated with the wealth management platform provided by Bluespring Wealth Partners’ sister company, Kestra Financial.
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, and investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS). Bluespring Wealth Partners, U.S. Financial Services LLC and Kestra Financial, Inc. are affiliated with Kestra IS and Kestra AS, all of which are direct or indirect subsidiaries of Kestra Holdings.
For more information about Bluespring Wealth Partners, please visit www.bluespringwealth.com.
Contacts
Media contact:
Gregory FCA for Bluespring Wealth Partners
Erin Jacob, 610-200-0566
kestra@gregoryfca.com
