Bringing you live news and features since 2006 

Bluespring Wealth Partners acquires Vector Wealth Management

RELATED TOPICS​

Bluespring Wealth Partners (Bluespring Wealth Partners), a business focused exclusively on partnering to acquire registered investment advisor and wealth management firms, has acquired Vector Wealth Management.

Headquartered in Minneapolis and founded in 1993, Vector Wealth Management offers comprehensive financial planning and investment management for a wide range of clients, including individuals, families, business owners, and corporate executives. Vector Wealth Management uses a goals-based planning approach to help guide their clients through complicated life events and major financial decisions.

“With nearly three decades of serving clients, the team at Vector Wealth Management is high-quality in every way,” says Stuart Silverman, President of Bluespring Wealth Partners. “The firm skilfully integrates life planning into its approach and provides optimal, ongoing client support. Together, we look forward to preserving Vector Wealth Management’s legacy as an industry-leading RIA.”

Vector Wealth Management is led by Managing Partner Thomas G Fee; Senior Wealth Advisor Sharon L Calhoun, MSFS, CFP, AIF, ChFC, CDFA; Director of Portfolio Management Jason D Ranallo, CFA; Senior Wealth Advisor Tyler J Schelhaas, CFP; Portfolio Manager Daniel J Powers; and Senior Wealth Advisor Todd C Stueve.

“Three central questions drove our search for the right partner,” says Fee. “First, does this partnership serve our clients well? Second, will this benefit the next generation of leadership? Third, does this decision help ensure Vector Wealth Management will continue serving our clients for decades to come? After a long and rigorous process, Bluespring emerged as the best partner for us. We are eager to capitalise on the resources and support available through our partnership to keep our firm on the leading edge of our evolving industry.”

Latest News

ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..
Investors urgently need greater access to diversified investment strategies aligned with the Paris Agreement on climate change if the world..

Related Articles

Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Lorraine Sereyjol-Garros, BNP Paribas
Following changes to the French Monetary and Financial Code and of the French market authority AMF’s General Regulation, it is...
Ed Rosenberg, Texas Capital
Texas Capital Bank first opened its doors back in December 1998 and nowadays offers wealth-management services, as well as commercial,...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by