Kestra Financial Adds Newly Formed Team of Seasoned Advisors
AUSTIN, Texas--(BUSINESS WIRE)--Independent advisor platform Kestra Financial, Inc. (Kestra Financial) today announced its relationship with Synthesis Wealth Planning, LLC, a recently-established wealth management practice comprised of four advisors with over 80 years of combined industry experience.
With the support and counsel of Kestra Financial, Alex Panas, CFP® and Daniel Singer, CFP®, ADPA® collaborated with father-son duo Karl Rosenberger and Eric Rosenberger, CFP®, CFS® to form a partnership between Synthesis Wealth Planning and Family Wealth Planning. Collectively, the four advisors oversee approximately $200 million in assets under management, serving the financial needs of the Greater New York City area from their offices in Morristown, N.J.
“As Daniel, Karl, Eric, and I reached a pivotal point in our careers, we sought a partner with the scale and resources to help us compete in the ever-evolving wealth management landscape,” said Panas. “Kestra Financial’s robust platform enables us to fully service our clients with comprehensive, sophisticated financial planning, investment portfolio management, and insurance consulting technology and services.”
Synthesis’ investment professionals offer a full range of wealth services, with specialties in estate and tax planning, investment strategy, insurance, and retirement planning.
“From our first meeting, Alex, Daniel, Karl, and Eric emphasized the importance of culture. They sought a growing platform with the depth and resources to propel them forward, but wanted to remain nimble enough to deliver personalized services,” said Daniel Schwamb, Senior Vice President of Business Development at Kestra Financial. “Through our integrated technology and skilled staff, we feel confident Kestra Financial can empower Synthesis and Family Wealth Planning to expand their practices and efficiently serve their clients’ needs.”
Panas, Singer, and the Rosenbergers were formerly affiliated with Summit Financial Resources.
About Kestra Financial
Kestra Financial, Inc. (Kestra Financial) provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency.
Headquartered in the “Silicon Hills” of Austin, Texas, Kestra Financial offers an experience as unique as the city in which it operates. The firm supports more than 1,800 independent financial advisors in delivering comprehensive securities and investment advisory services to their clients. Kestra Financial is the parent company of Kestra Investment Services, LLC, member FINRA/SIPC, and also of Kestra Advisory Services, LLC; Kestra Private Wealth Services, LLC; and Kestra Institutional Services, LLC, all federally registered investment advisers.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Neither Synthesis Wealth Planning or Family Wealth Planning are affiliated with Kestra IS or Kestra AS.
Contacts
Gregory FCA for Kestra Financial
Jill Tatios, 215-240-6398
kestra@gregoryfca.com
