Bluespring Wealth Partners Welcomes $600M Coghill Investment Strategies

The Pittsburgh-based firm joins Bluespring’s community of high-performing, entrepreneurially minded, client-centric advisory firms

AUSTIN, Texas–(BUSINESS WIRE)–Bluespring Wealth Partners (Bluespring), a leading acquirer of RIAs and wealth management firms, today announced its partnership with wealth management firm Coghill Investment Strategies. Through this acquisition, Pittsburgh-based Coghill Investment Strategies is now part of Bluespring’s community of high-performing advisory firms. Financial professionals with Coghill Investment Strategies oversee approximately $600 million in assets under management.

A 40-year industry veteran, Carrie Coghill founded the firm in 2011 with her two current partners, Michael Cooley and Shana Bielich, who bring 30+ and 25+ years’ experience respectively. This new partnership marks another step in strengthening the team’s advisory and leadership structure.

Today, Coghill Investment Strategies is recognized for its personalized approach to wealth management. The firm anchors its practice on generational wealth management, providing specialized guidance for business owners and executives through tax-efficient strategies, while offering dedicated support for individuals navigating life transitions.

“For us, this partnership was about creating a structure that supports growth while preserving our culture and commitment to clients,” said Coghill. “When thinking about the future of our business, my partners and I were intentional about aligning with an organization that shares our values, provides strategic support, and creates opportunities for our team while ensuring top-tier service for the clients who have trusted us for decades.”

Coghill Investment Strategies is routinely recognized as part of Forbes’ Best-In-State lists, with the firm ranking as both a 2024 and 2025 Best-In-State Wealth Management Team. Coghill herself was also recognized as part of the 2025 Best-In-State Wealth Advisor list and as a 2024 Top Women Wealth Advisor. She is also a frequent contributor across other local and national media outlets, including Barron’s and CNBC.

In addition, Coghill is the author of multiple personal finance books, including “What’s Your Investing IQ?” and “The Newlyweds’ Guide to Investing & Personal Finance.” She also serves on the Board of the Magee Women’s Research Institute & Foundation, focused on advancing women’s health research and fundraising efforts, and brought the national “Women on Boards” initiative to Pittsburgh – a campaign aiming to increase female representation on corporate boards to 20% by 2020 and beyond.

“We are excited to welcome Carrie and the entire Coghill team to Bluespring,” said Pradeep Jayaraman, President of Bluespring Wealth Partners. “Carrie and her team have built an exceptional firm defined by deep relationships, strong values, and intentional multi-generational leadership. Their focus on continuity and client outcomes aligns perfectly with how Bluespring measures success across our partner firms and we look forward to working with Carrie and her team to continue their legacy.”

This announcement follows a strong 2025 for Bluespring, totaling more than $6 billion in assets under management. In 2026, Bluespring Wealth Partners continues to expand its community by partnering with firms that share its vision for driving long-term, intentional growth while remaining highly focused on client success.

“Our goal is not to scale for scale’s sake,” added Jayaraman. “It is to partner with firms that have earned trust over decades and to help them extend their legacy while creating new opportunities for their people and clients.”

About Bluespring Wealth Partners, LLC

Bluespring is a premier wealth management platform for advisors and their clients, dedicated to the acquisition and support of quality wealth management firms. It is building a growing community of entrepreneurially-minded firms uniquely focused on their clients’ interests and preserving their legacy, through continued opportunities for growth and investment in next generation talent. In partnering with experienced wealth advisors and their teams, Bluespring looks to perpetuate and enhance the value that they bring their clients, providing continuity and new opportunities in the process. Bluespring was established with the express purpose of helping firm owners take their business to the next level of growth through next generation training and incentivization, consulting and operational resources, and institutional capital support. By focusing on partnership as the driver of success, Bluespring empowers wealth management firm owners to elevate their business without sacrificing their entrepreneurial spirit, founding principles, client focus, and long-term vision.

Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC (Kestra IS). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS). Coghill Investment Strategies, Bluespring Wealth Partners, LLC, Kestra IS and Kestra AS are affiliated through common ownership by Kestra Holdings.

Investor Disclosures: www.kestrafinancial.com/disclosures

Contacts

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