Kestra Private Wealth Services and Inspired Wealth Planning Welcome New Advisor to Independence
Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc., today welcomed Amy Dunham to its community of independent financial professionals, in partnership with Cordele, Georgia-based Inspired Wealth Planning (Inspired), which joined the Kestra PWS platform in 2023.
Kestra Private Wealth Services Welcomes $400 Million Campus Private Wealth to Its Growing Community
Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc., today announced that Campus Private Wealth has joined its platform. This partnership represents a shared commitment to delivering highly tailored client service.
Kestra Private Wealth Services Adds $427 Million Arc Private Wealth
Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc., today announced the addition of Arc Private Wealth to its platform. The firm offers customized solutions, including wealth management, retirement planning, and more, to its client base.
Kestra Private Wealth Services Expands Ohio Presence with Addition of $500 Million Team at Attain Wealth Partners
Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc., today announced the addition of the financial professional team at Attain Wealth Partners to its platform. The firm’s personnel offer clients tailored solutions from wealth and investment management to retirement.
Kestra Private Wealth Services Expands Texas Footprint With Addition of $170 Million Kaizen Wealth Planning
Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc., today announced the addition of Kaizen Wealth Planning to its platform. Based in Victoria, Texas, this marks the second Kestra PWS firm located in its home state of Texas.
Kestra Private Wealth Services Connects Powerhouse Ensemble to Form Destination Wealth Advisors
Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc., today announced the newest firm on its platform, Destination Wealth Advisors, formed by bringing together wirehouse veterans who collectively oversee $500 million in client assets.
Kestra Private Wealth Services Welcomes $250 Million Inspired Wealth Planning
Kestra Private Wealth Services, LLC ("Kestra PWS"), a registered investment adviser subsidiary of Kestra Financial, Inc., today announced the addition of Inspired Wealth Planning to its platform, whose financial professionals collectively oversee $250 million in client assets.
Affidaré Private Wealth Management Aligns With Kestra Private Wealth Services
Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc. (Kestra Financial), today announced Affidaré Private Wealth Management has joined its platform.
Kestra Private Wealth Services Strengthens Southeast Presence with Canton Wealth Partners
Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc. (Kestra Financial), today announced the addition of Canton Wealth Partners, whose financial professionals collectively oversee $650 million in client assets.
Kestra Private Wealth Services Expands Eagle Harbor Advisors With Duo of Newly Independent Financial Professionals
Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc. (Kestra Financial), today announced the joining of Durgesh Rajawat, CPFA™, and Jose “Joe” Vidueira to its platform. The financial professionals will align with Eagle Harbor Advisors based in Boca Raton, Florida, which joined Kestra PWS in 2021.
Kestra Private Wealth Services Strengthens Virginia Presence With Addition of Wirehouse Breakaway
Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc. (Kestra Financial), today announced the addition of Nelson Lutz to its platform. In partnership with Freedom Fiduciary Advisors, which joined Kestra PWS in 2021, Lutz brings 17 years of experience to the firm.
Eagle Harbor Advisors Aligns With Kestra Private Wealth Services
Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc. (Kestra Financial), today announced the addition of Florida-based Eagle Harbor Advisors.
Kestra Private Wealth Services Guides Freedom Fiduciary Advisors to Independence
Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc. (Kestra Financial), today announced the addition of Freedom Fiduciary Advisors.
Kestra Private Wealth Services Expands National Presence With Addition of Montana-based WestPeak Private Wealth
Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc. (Kestra Financial), today announced the addition of WestPeak Private Wealth, a newly independent wealth management firm based in Missoula, Montana. This marks the first office Kestra PWS has opened in the state.
Evoke Wealth Management Goes Independent With Kestra Private Wealth Services
Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc. (Kestra Financial), today announced the addition of Evoke Wealth Management.
Kestra Private Wealth Services Leads Bull and Bear Wealth Management to Independence
Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc (Kestra Financial), today announced the addition of Bull and Bear Wealth Management in Peoria, Arizona to its platform.
