Welcome to Bluespring Wealth - California. The roots of this new firm run deep through the legacies of Bedell Frazier Investment Counselling and Capital Planning Advisors. These were evolutionary firms with storied histories of risk-taking and whatever it takes attitudes which thrived during the RIA renaissance of the 2010s. They successfully navigated the choppiness and uncertainty during Covid and are positioned well for these 2020’s. These organizations were fiercely independent, centered around people and operated actively in the Business of Life. It’s that commitment that will drive Bluespring Wealth - California in the decades to come...

The information and opinions presented in this podcast, including the views of guests not affiliated with Bluespring Wealth, are for general informational and educational purposes only and should not be considered investment, tax, or legal advice. Any references to specific securities, sectors, industries, products, or services do not constitute a recommendation or endorsement. All investments involve risk, including the possible loss of principal. Past performance or market behavior is not indicative of future results. Listeners should consult their own financial professionals before making any financial decisions. Bluespring Wealth is registered with the Securities and Exchange Commission. This registration does not imply a certain level of skill or training.