Minneapolis Advisor Leaves UBS to Create Integrated Planning and Investment Firm: NewSpring Wealth Partners

MINNEAPOLIS, MN – (BUSINESS WIRE) – NewSpring Wealth Partners is proud to announce its launch as an independent Registered Investment Advisor.

NewSpring is a planning-driven firm that provides objective advice, highly personal service, and complete financial planning and investment management solutions to help clients protect and grow their wealth for today and future generations.

The firm is led by Kristin Larson, CFP®, CPWA®, Founder and Wealth Advisor. Kristin is a CERTIFIED FINANCIAL PLANNER® and Certified Private Wealth Advisor® professional. She has over a decade of industry experience and has been recognized as part of Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023, 2024 and Forbes Top Women Wealth Advisors Best-in-State, 2024.

Prior to founding NewSpring, Kristin spent over eight years at UBS, most recently serving as Senior Vice President, Wealth Management and Financial Advisor at Carlson Larson Wealth Management. Before that she served various planning and client service roles at Wells Fargo Advisors and Ameriprise. Kristin received her B.S.B. in Accounting from University of Minnesota - Twin Cities.

“NewSpring was created to simplify the complexities of wealth and provide a safe and confidential space for clients to ask questions, share their aspirations and make smart financial decisions to achieve their unique and evolving goals,” Kristin Larson, Founder and Wealth Advisor.

NewSpring believes in simple and stress-free planning across every stage of financial life. The firm is committed to helping clients achieve financial peace of mind and transform their relationship with money – empowering them to see it as a source of freedom and flexibility to enjoy life on their terms.

The name “NewSpring” is a direct reflection of that commitment – symbolizing a relentless focus on embracing new beginnings, navigating new challenges, and unlocking new possibilities in life.

“We are here for clients every step of the way – whether growing their family wealth, selling their business, transitioning to retirement, or simply empowering them with the financial confidence to pursue their passions and create new memories,” added Kristin Larson.  

NewSpring is supported by a team of trusted resources to ensure an exceptional experience, including Sanctuary Wealth, an industry-leading platform for independent advisors that provides an array of technology, infrastructure support, investment vehicles, and unique opportunities.   

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About NewSpring Wealth Partners

NewSpring Wealth Partners is an independent firm that delivers complete financial planning and investment management services to help clients protect wealth, achieve peace of mind, and enjoy life. To learn more, please visit: https://newspringwealthpartners.com.  

America’s Top Next Generation Wealth Advisor (2024, 2023), created by Forbes/SHOOK Research. Most recently presented Aug 2024 based on data gathered from 3/31/2023 to 3/31/2024.  50 Women Advisors to Watch 2023, created by AdvisorHub. Presented June 2023 based on data gathered from 12/31/2021 to 12/31/2022. No fee was paid to be included in or to hold out marketing materials for the above rankings. Not indicative of advisor’s future performance. Your experience may vary.

Investment Advisor Representative of Sanctuary Advisors, LLC. Advisory services offered through Sanctuary Advisors, LLC., and SEC Registered Investment Advisor. NewSpring Wealth Partners is a DBA of Sanctuary Advisors, LLC.