Investment Management Services

Does thinking about your finances make your head spin? At Bluespring Wealth Management, our advisors provide guidance to help you navigate investment decisions and evaluate options aligned with your financial goals.

Our Minneapolis-based firm is like your personal CFO, coaching you through every money decision—big or small. We work with clients to assess priorities, develop strategies, and make informed decisions regarding their finances and long‑term objectives. Our team partners with you to help structure and monitor your financial plan, including considerations for retirement, with the aim of supporting disciplined, thoughtful decision‑making over time.

So, What Exactly is Investment Management?

When you hire an investment manager like the experts at Bluespring Wealth, you entrust us with deciding how to invest and distribute your savings to achieve your short—and long-term financial goals. 

Our investment advisors will develop a customized game plan outlining precisely how to allocate your assets across different investment categories, such as stocks, bonds, real estate, and cash.  We’ll also evaluate your future needs and match your investments to an ideal timeline designed for maximum benefit.  We'll recommend specific funds and securities to buy and sell on your behalf. Then, we'll proactively monitor and rebalance your portfolio over time as markets inevitably fluctuate.

The goal? To grow your wealth steadily while protecting your hard-earned assets from excessive market volatility.

How Our Investment Approach is Fundamentally Different

At Bluespring Wealth, we bring expertise to investment management through our proprietary SOJOURN™ wealth management system. It's like having a personal chief financial officer who integrates the various aspects of your financial life into one cohesive, tax-optimized investment policy.

We divide your assets into four strategic "buckets" or portfolio segments designed to simultaneously fund your current income needs, protect your principal, grow your wealth through compounding, and ideally leave a legacy for future generations or charitable causes.

Our asset allocation methods across these segments are tailored to your individual circumstances, goals, time horizon, and risk tolerance—rather than relying on a standardized model portfolio. We work with you to evaluate tax considerations, including the placement of investments across account types and the potential use of tax‑loss harvesting, where appropriate.

Our investment process emphasizes a disciplined approach, including the use of low‑cost investment options, portfolio rebalancing, and alignment with your investment objectives and policy. We seek to apply a consistent, long‑term framework informed by broadly accepted investment principles.

But We're Not Just Investment Managers...

Bluespring Wealth provides wealth management services that address a broad range of financial planning considerations. Our team works with clients on topics such as tax planning, estate considerations, charitable giving, insurance analysis, retirement income planning, real estate decisions, and business planning for entrepreneurs.

We work with you on significant financial decisions and transitions—such as retirement planning, business succession, changes in financial circumstances, and legacy considerations—by helping you evaluate available options and make informed decisions based on your individual situation.

Experience Bluespring Wealth

Bluespring provides investment advisory and financial planning services designed to address a range of client needs. As a fee‑based firm, we are a fiduciary and are obligated to act in our clients’ best interests.

If you're looking for truly personalized investment management from a team that will treat you like family, we're the firm for you We work with individuals and families across Minnesota and beyond, providing ongoing support and guidance as they evaluate financial decisions.

Ready to stop going it alone? Take a break from stressing over your finances, and contact us to schedule an introductory call to learn more about our approach.

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