Leaders Weigh In: Empowering Clients at the Core
Michael Rudelson, managing director of LifeBridge, praised the cultural alignment between the two firms:
“SilverStar’s dedication to empowering clients to live purposeful, fulfilling lives makes them an ideal partner for us.”
Tim Hudson, president and lead principal of SilverStar, echoed that sentiment:
“This merger simply enhances our ability to remain fully dedicated to our mission—helping our clients grow, protect, and distribute their wealth with purpose.”
A Bigger Footprint and a Deeper Bench
The transaction will allow both firms to expand service offerings and enhance continuity of care, a key focus in client-centric financial planning. Bluespring emphasized that the merger would bring clients greater accessibility, increased resources, and the reassurance of undisturbed planning and advisory services.
In a time when financial institutions are navigating shifting client expectations and economic headwinds, the creation of a $1.4 billion advisory force signals Bluespring’s intent to reshape the landscape of independent wealth advisory.
Full legal representation details from the Davis Wright Tremaine LLP team were not available at press time, and neither SilverStar nor LifeBridge disclosed legal counsel for their side of the deal.
