Plymouth, Mass.-based SHP manages about $2.3 billion in total assets for mass-affluent and high-net-worth clients. The practice was founded in 2003 by Derek L. Gregoire, Matthew C. Peck, and Keith W.
Kestra’s Bluespring makes an early splash in 2026 with a deal for a 50-person team with seven producing advisors.
Acquisition expands Bluespring’s footprint as consolidation among growth-minded RIAs continues. Bluespring Wealth Partners ...
Private Banker International on MSN
Bluespring adds $2.3bn in assets with SHP Financial purchase
The firm is known for providing fiduciary advice and offers services such as its SHP Retirement Road Map.
SHP Financial has three offices in the state and focuses on long-term financial planning.
Bluespring Wealth Partners (Bluespring), a leading acquirer of RIAs and wealth management firms, today announced the acquisition of financial planning firm SHP Financial (SHP). A growth-oriented ...
PLYMOUTH, Mass., June 20, 2025 /PRNewswire/ -- SHP Financial, a leading retirement and wealth planning firm headquartered in Plymouth, MA, is proud to announce its recognition as one of Inc.
Boston-area financial advisor Derek Gregoire has shared a critical warning to residents planning to file for Social Security in the next five years. "Social Security is a critical part of your ...
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