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Bluespring Welcomes ClariVise Private Wealth as Newest Partner Firm

The Alpharetta, Georgia based firm will continue leveraging the full suite of Bluespring resources to provide clients with unmatched service

AUSTIN, Texas--(BUSINESS WIRE)--Bluespring Wealth Partners (Bluespring), a leading acquirer of both independent RIAs and hybrid wealth management firms, today announced the launch of ClariVise Private Wealth (ClariVise) on its platform.

Previously operating under the oXYGen Financial brand, co-founders Brandon Hayes, Eric Pucciarelli, and Cristina Briboneria have been affiliated with Bluespring Wealth Partners and operating on the Kestra Financial platform for several years. With the support of Bluespring, they are now starting a new business in ClariVise that will continue to operate on the same Kestra Financial platform requiring no change of BD, RIA custodian or fees. Comprised of a team of 18, ClariVise chose its new brand to intentionally reflect their vision for the future – a dedication to bringing clarity to the complex, and a focus on delivering the best possible advisory experience.

Moving forward, ClariVise will bring to its clients a continuity in their existing relationships, support tools, and systems, while enhancing adaptability in the teams’ services and processes.

“We are excited about this new direction and look forward to continuing to serve our clients under our new brand,” said Brandon Hayes, Partner & Co-Founder of ClariVise. “Our clients can expect the same experience they have come to know and trust, plus additional flexibility when it comes to the services and processes we’re able to make available to our valued clients.”

"Our mission is to help wealth management firms and professionals realize their full potential," said Pradeep Jayaraman, president of Bluespring Wealth Partners. “And in this case, that meant supporting the ClariVise team’s entrepreneurial spirit as they created a new brand while also keeping continuity in place for their clients. We’re glad we could help pave the path for the continued growth of the team, providing a unique mix of consistency and flexibility, and are excited to see how our new partnership takes shape.”

For more details about the new firm, visit www.ClarivisePW.com, or contact the team by calling info@clarivisepw.com or by calling (678)-889-5800.

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.

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kestra@fullyvested.com

Bluespring Wealth Partners, LLC


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Contacts

Media
Vested for Bluespring Wealth Partners
kestra@fullyvested.com

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