Bluespring Wealth Partners Acquires $400 Million Charter Capital Management

The Wisconsin-based firm partners with Bluespring to enhance capabilities by leveraging its strategic support

AUSTIN, Texas--(BUSINESS WIRE)--Bluespring Wealth Partners (Bluespring), a leading acquirer of both independent RIAs and hybrid wealth management firms, today announced its acquisition of Charter Capital Management (CCM), a premier wealth management and financial advisory firm based in Brookfield, Wisconsin.

The CCM team, co-led by principals Joel Hassler and Dan Glaser, currently oversees over $400 million in assets under management. With a history of more than 45 years of investment management services, the firm comprises four advisors with comprehensive portfolio management experience and a background in tax and financial planning.

CCM offers a holistic suite of financial planning services, including wealth management, investment management, retirement planning, tax planning and preparation, estate planning and debt management. By partnering with Bluespring, CCM plans to leverage the platform’s robust offerings and resources to continue delivering bespoke wealth management services to its clients. Additionally, CCM leadership plans to utilize Bluespring’s extensive succession planning offerings for current investment advisor representatives and designated successors, Alexandra Cali and Samuel Verhulst.

“Wealth management is more than just managing a portfolio of investments, it’s about achieving our clients’ financial goals – and it’s evident that Bluespring is also committed to client excellence through the continued support of entrepreneurship for its firms and advisors,” said Joel Hassler, president and principal of Charter Capital Management. “With this partnership, we’re excited to build upon our decades of long-standing expertise through Bluespring’s breadth of offerings, ultimately elevating our capabilities for our clients.”

“We’re pleased to welcome CCM to both the Bluespring family and to the broader ecosystem of Kestra financial professionals and firms,” said Pradeep Jayaraman, president of Bluespring Wealth Partners. “It’s our passion to support the entrepreneurial spirit of high-performing firms, especially those with significant multigenerational talent, and we see those things in CCM. Their high standard of excellence, client commitment, and succession-forward approach are well-aligned with Bluespring’s core values.”

CCM’s advisors hold some of the industry's most respected credentials and designations, including CFA, CPA, CFP®, and J.D. The firm’s focus on high-touch, client-centric strategies has helped CCM earn a strong reputation across and beyond the Milwaukee, Wisconsin region.

About Bluespring Wealth Partners, LLC
Through a highly customized and people-centric approach, Bluespring is dedicated to the acquisition and support of quality wealth management firms. In partnering with experienced wealth advisors and their teams, Bluespring looks to perpetuate and enhance the value that they bring their clients, providing continuity and new opportunities in the process. Bluespring was established with the express purpose of helping entrepreneurs take their business to the next level of growth through successor training and incentivization, consulting and operational resources, flexible ownership arrangements, and institutional capital support. By focusing on partnership as the driver of success, Bluespring empowers wealth management firm owners to elevate their business without sacrificing their entrepreneurial spirit, founding principles, and long-term vision.