Unmatched support built on UNPARALLELED
Kestra PWS has an extensive history working for and with wirehouse firms. Deep expertise and first-hand knowledge of your challenges allows us to deliver a level of dedicated support other platforms simply can't.
We are an extension of your team—direct partners who know you and your business intimately. From our executive team on down, we develop strong bonds with you to help address issues and concerns, as well as develop strategic and tactical solutions that may fall outside of traditional operational support.
Daily ongoing support is provided by our executive team in San Diego along with over 200 Kestra Financial employee-partners in Austin. Our San Diego team is led by Robert Bartenstein, CEO and Senior Managing Director, and Scott Wilson, Chief Operating Officer of Kestra PWS. Together, they and our team have over 100 combined years of experience that we leverage to support every financial professional with whom we work.
Learn more about how our team can support you