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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 — 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 […]



Bluespring Wealth Partners acquired Charter Capital Management (CCM), a Wisconsin-based wealth management firm with $400 million in assets under management. CCM will leverage Bluespring's resources to enhance client services and succession planning.

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