Bluespring Acquires CCM
Bluespring Wealth Partners has acquired Charter Capital Management (CCM), a wealth management and financial advisory firm based in Brookfield, Wisconsin.
The CCM team, co-led by principals Joel Hassler and Dan Glaser, currently oversees over $400 million in assets under management (AUM). With a history of more than 45 years of investment management services, the firm comprises four advisors with comprehensive portfolio management experience and a background in tax and financial planning.
CCM offers a holistic suite of financial planning services, including wealth management, investment management, retirement planning, tax planning and preparation, estate planning and debt management. By partnering with Bluespring, CCM plans to leverage the platform’s offerings and resources to deliver wealth management services to its clients. Additionally, CCM leadership plans to utilize Bluespring’s succession planning offerings for current investment advisor representatives and designated successors, Alexandra Cali and Samuel Verhulst.
“Wealth management is more than just managing a portfolio of investments, it’s about achieving our clients’ financial goals – and it’s evident that Bluespring is also committed to client excellence through the continued support of entrepreneurship for its firms and advisors,” said Joel Hassler, president and principal of Charter Capital Management. “With this partnership, we’re excited to build upon our decades of long-standing expertise through Bluespring’s breadth of offerings, ultimately elevating our capabilities for our clients.”
“We’re pleased to welcome CCM to both the Bluespring family and to the broader ecosystem of Kestra financial professionals and firms,” said Pradeep Jayaraman, president of Bluespring Wealth Partners. “It’s our passion to support the entrepreneurial spirit of high-performing firms, especially those with significant multigenerational talent, and we see those things in CCM. Their high standard of excellence, client commitment, and succession-forward approach are well-aligned with Bluespring’s core values.”
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Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with nearly a decade of experience and a passion for telling stories and reporting news. She is originally from Queens, New York, but now resides in Denver, Colorado.
