Kestra Financial Expands Advanced Planning Capabilities with New Leadership Hire and Strategic Technology Partnership
Kestra Financial, an industry-leading wealth management platform, today announced significant investments in its advanced planning offering to help advisors deliver more comprehensive, personalized financial strategies to their clients. This includes the appointment of Christine E. Brown as Head of Advanced Planning, along with a new partnership with RightCapital, a leading provider of financial planning software for wealth management professionals.
Kestra Private Wealth Services Welcomes HF3 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 HF3 Wealth Partners to its platform.
Kestra Private Wealth Services Welcomes $130 Million Advisor Trio
Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc. (Kestra Financial), today welcomed Robert Searle, Luis Dolan, and Jason Ruel to its platform. The trio will open a Boston, Massachusetts-based office in partnership with Northeast Investment Group, which joined in 2018.
Polaris Private Wealth 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 Polaris Private Wealth, located in Auburn Hills, Michigan.
Kestra Private Wealth Services Adds $590 Million Provista Wealth Advisors
Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc. (Kestra Financial), today announced the addition of Provista Wealth Advisors. The financial professionals at the firm collectively oversee $590 million in client assets, making it the largest addition to the Kestra PWS platform to date.
Kestra Private Wealth Services Expands Geographic Footprint With $150 Million Addition
Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc. (Kestra Financial), today announced the addition of Ridgway Private Wealth.
