Ascend Private Wealth Partners Goes Independent with Kestra Private Wealth Services to Elevate Client Experience
$866M AUM team emphasizes personalized planning, collaboration, and client-first values.
Load More10/23/2025
$866M AUM team emphasizes personalized planning, collaboration, and client-first values.
Load More10/14/2025
Firm appoints Client Experience Officer, General Counsel, and Head of Business Development, while opening a new office to access top financial services talent.
Load More09/15/2025
Kestra Holdings CEO James Poer recently spoke with WealthManagement.com about Kestra’s evolution and the distribution channels he’s targeting for future growth.
Load More09/03/2025
Seasoned advisor joins Kestra PWS-affiliated firm Kindred Wealth Partners to embrace independence and growth.
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