It’s a new day. After five decades of navigating the Market, helping people retire, pay for college and achieve their goals and dreams, the Bedell Frazier story is complete. A new firm is born. Its name is 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 the 2020s. 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 leaders of Bedell Frazier and Capital Planning outlined a vision for a combined entity with shared values and interests. The mission is an authentic and personalized, client-first, comprehensive financial services organization for this Digital Age. Blazing new trails toward prosperity for its clients is nothing new. Innovative and creative thinking will be married with digital resources and tools.

Entrepreneurialism still runs through the pipes. Done right, this dynamic organization will secure existing clients while attracting new ones. What’s more, the new organization will possess a magnetic force to draw in other firms and next-generation talent who share the values and vision. Opportunity circles this group. Recognizing and acting upon them is key. Bluespring Wealth is designed to ride the waves of the future.

Change is a constant. Embracing new ways and innovative solutions has been core to each firm’s longevity and success. That will continue. In fact, it will accelerate. Understanding and implementing contemporary solutions to modern challenges will be the way. Rooted in California and spanning the West Coast and beyond, this new firm is fixated on its mission. The organization is committed to being on the right side of change. Client-first will always be the focus.

As a partner in the Business of Life, Bluespring Wealth will be there to design plans that raise families, get the kids educated, and create a roadmap to retirement so that our clients can enjoy their golden years while we relieve the stress and burden of knowing how to achieve it and pay for it. We are your financial engineers. We are your financial physicians. We are your neighbors and your trusted source.

I am proud of the next generation of leaders who will be carrying the torch and writing the new chapters. Bedell Frazier and Capital Planning are great stories. Bluespring Wealth - California ushers in a new day. Familiar names and new ones will take center stage.

These are disruptive times and we are in a disruptive industry. That’s always been the case. Our comfort is found in pioneering. This strategic combination of these organizations provides the ability to continue to be a trailblazer and agent of change. We are helping shape the future of Bluespring and the future of the financial services industry. Connecting Sacramento to the Bay Area is the first step in connecting the rest of the country. Like the advancement of the transcontinental railroad in the 19th century, Bluespring Wealth - California will be the Golden Spike that connects yesterday to today and tomorrow.

It’s a new day, and the future is bright.