Bluespring adds $2.3bn in assets with SHP Financial purchase

Bluespring Wealth Partners has purchased SHP Financial, a firm based in Massachusetts that manages about $2.3bn in assets for mass-affluent and high-net-worth clients. Financial specifics of the deal remain undisclosed. SHP Financial was established in 2003 by Derek L. Gregoire, Matthew C. Peck, and Keith W. Ellis Jr., who began their financial careers together in the insurance sector. The company employs around 50 staff across three offices in Plymouth, Woburn, and Hyannis. Its team includes seven adv ...