Bluespring Wealth California

06/19/2026

TGIF! Family Fights

Quality meetings require proper preparation and participation. It fuels ideas and honest debate. Everyone contributes. It’s important to create an environment where people feel comfortable speaking their minds and are recognized for honesty and integrity. A little humility helps, too. Respect for different ways of thinking should be encouraged. Strategies also need to adapt and evolve. Conventional approaches to unconventional situations generally fail. Old ways can get stale... Continue Reading:

Quality meetings require proper preparation and participation. It fuels ideas and honest debate. Everyone contributes. It’s important to create an environment where people feel comfortable speaking their minds and are recognized for honesty and integrity

06/16/2026

For most investors, successful planning is about long‑term relationships and steady guidance. Following our recent update that Capital Planning Advisors and Bedell Frazier Investment Counselling will operate under Bluespring Wealth’s newly launched RIA, we want to reinforce the philosophy that has always guided our work.

As we take this next step, the message is simple: it’s business as usual. Our advisory team, planning approach, and commitment to clients remain unchanged. What is changing is the support behind the scenes—strengthening our foundation so we can continue delivering high‑quality service with confidence. Read more here: https://bluespringwealthcalifornia.com/introducing-bluespring-california-the-golden-spike/

06/15/2026

TGIF New Podcast Episode! From Soccer to Ceasefires, Social Security, Siri, & SpaceX - Another Rapid Rundown

The Market never takes a vacation. It’s there to price in events and expectations around the world every week. This was another busy one with plenty of Market-moving events. Here’s another rapid rundown... Listen Today: https://open.spotify.com/episode/4FD9AZrCjHX4OQ4h6A77Wu?si=aT3IkuBXT-mvrMofiYG9-A

06/13/2026

The Hat’s Under-the-Sea Adventure!
The Bluespring Wealth California Traveling Hat just made a splash at the aquarium—and it may have found its cutest travel companions yet! From wide-eyed wonder in front of colorful coral reefs to curious encounters with majestic sea creatures, these little explorers proved that adventure is best seen through a child's eyes. After all, every great adventure starts with a little wonder... and apparently, a very stylish hat.

06/12/2026

TGIF! From Soccer to Ceasefires, Social Security, Siri, & SpaceX - Another Rapid Rundown

The Market never takes a vacation. It’s there to price in events and expectations around the world every week. This was another busy one with plenty of Market-moving events. Here’s another rapid rundown:

The Market never takes a vacation. It’s there to price in events and expectations around the world every week. This was another busy one with plenty of Market-moving events. Here’s another rapid rundown: The World

06/08/2026

TGIF! Introducing Bluespring California - The Golden Spike

This week's piece chronicles the evolution of two independent advisory firms into Bluespirng Wealth - California, a unified organization built on entrepreneurial spirit, client-first service, and forward-thinking leadership. Rooted in experience yet focused firmly on the future, the piece highlights the people, values, and vision driving the firm as we seek to shape the next generation of financial services while remaining a trusted partner in the Business of Life.

Listen Here: https://open.spotify.com/episode/76fm3oz7WlpCRv2kyydTiD?si=lAviy_l4Te6Z2BmzLb6whg

06/06/2026

Hats Off to Hawaii: A New Journey Begins

The Bluespring Wealth California Traveling Hat has officially begun its journey, and what better place to start than Hawaii! Our newest traveling companion kicked off its adventures island-style, soaking up sunshine, making memories poolside, and joining explorers both young and young-at-heart along the way. From tropical breezes to family fun, this first stop reminded us that adventure has no age limit and every great journey deserves a trusty hat. This is just the beginning for our newest traveler... the question is: where will the Bluespring Wealth California Traveling Hat show up next?

06/06/2026

TGIF! Introducing Bluespring California - The Golden Spike

This week's piece chronicles the evolution of two independent advisory firms into Bluespirng Wealth - California, a unified organization built on entrepreneurial spirit, client-first service, and forward-thinking leadership. Rooted in experience yet focused firmly on the future, the piece highlights the people, values, and vision driving the firm as we seek to shape the next generation of financial services while remaining a trusted partner in the Business of Life.

Read Here:

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

06/01/2026

Today we’re pleased to announce an important update. Capital Planning Advisors and Bedell Frazier Investment Counselling are transitioning to operate under Bluespring’s newly launched Registered Independent Advisor, Bluespring Wealth. As a long-time member of Bluespring’s community of entrepreneurially minded firms, we’re excited to take this next step. This change strengthens the operational foundation behind our team so we can focus even more on clients and long-term growth. We’re proud to be building this next chapter with Bluespring. Learn more: https://bluespringwealthcalifornia.com/same-team-same-service-more-support/