Bluespring Adds $600M Pittsburgh RIA Coghill Investment Strategies
Bluespring Wealth Partners has added Coghill Investment Strategies to its growing national network, partnering with the Pittsburgh-based wealth management firm that oversees approximately $600 million in assets under management.
Founded in 2011 by Carrie Coghill, a 40-year industry veteran, Coghill Investment Strategies is a woman-owned and led firm with a long-standing focus on generational wealth management. Partners Michael Cooley and Shana Bielich, each with more than five years at the firm, bring more than 30 and 25 years of industry experience, respectively.
The firm specializes in advising business owners and executives on tax-efficient strategies while also supporting individuals navigating major life transitions, including retirement, divorce, and inheritance planning.
“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 said.
Beyond her advisory work, 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, which focuses on advancing women’s health research.
The transaction follows a strong year of growth for Bluespring, which surpassed $6 billion in assets under management during 2025. The firm opened 2026 by partnering with Front Porch Financial, a Kestra Financial–affiliated practice, combining it with existing partner U.S. Financial Services to form a $1.7 billion organization.
“Our goal is not to scale for scale’s sake,” said Pradeep Jayaraman, president of Bluespring Wealth Partners. “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.”