Bluespring Wealth Partners, the registered investment advisor acquisition unit of Kestra Financial, said it has purchased Retirement Wealth Specialists, which has offices in St. Augustine, Longwood and Sarasota, Fla.
Established in 1998, Retirement Wealth Specialists has about $400 million in assets under management and is led by Mitchell Walk. It provides investment and tax strategies and estate planning services to both retail and institutional clients.
“Retirement Wealth Specialists has an exceptional track record of consistent, above-market growth, and a unique ability to attract and retain clients,” said Stuart Silverman, president of Bluespring Wealth Partners, in a statement.
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