Broker Check
Wealthspring Expands Locations in New Jersey and New York

Wealthspring Expands Locations in New Jersey and New York

January 09, 2023

Local tax and financial planning firm Wealthspring Financial Partners announced three new office locations acquired from Nisivoccia Wealth Advisors in New York City, Flemington, NJ, and Ewing, NJ.

Wealthspring Financial Partners bridges the gap between tax advice and wealth management, offering a comprehensive approach to financial management. Through this acquisition, Wealthspring Financial Partners will continue to expand their regional presence delivering tax-smart investment services to a wider clientele base.

“We value our partnership with Nisivoccia Wealth Advisors, and we’re dedicated to growing Wealthspring in ways that allow us to serve our clients best,” said Damien Paumi, wealth management advisor at Wealthspring. “We’re confident that this expansion to New York, Flemington and Ewing will ensure our clients continue to have access to deep wealth management and tax expertise.”

The New York office, located at 45 Rockefeller Plaza, will be led by Berge Avedisian, wealth management advisor at Wealthspring. Avedisian has been a tax professional for more than 40 years and specializes in trust and estate accounting, planning and administration.

The Ewing office, located at 262 Upper Ferry Road, will be led by Mary Anne Bohlinger, certified public accountant and CERTIFIED FINANCIAL PLANNERTM professional at Wealthspring. With 40 years of experience, Bohlinger advises small business owners and assists individuals for life’s transitions, such as unemployment, retirement, divorce or death. 

The Flemington office, located at 111 Route 31, will be led by Bruce S. Hesse, certified public accountant and personal financial specialist. Hesse has been a finance and tax professional for more than 30 years and has an extensive background in restricted stock units, stock options, CEC’s and their tax consequences for retirement planning.

Wealthspring Financial Partners is dedicated to empowering clients and giving them financial confidence through financial education, trusted guidance and a holistic approach to financial planning. This acquisition enables Wealthspring to share tax-smart financial planning strategies with clients in the tri-state area and around the country.