Jordan Cantrell Joins Kestra Private Wealth Services, Launching Timeless Private Wealth
Kestra Private Wealth Services is excited to welcome advisor Jordan Cantrell to its platform. With her move to independence, Cantrell has launched Timeless Private Wealth, an independent advisory practice based in North Carolina and serving clients across the Southeast.
Cantrell selected Kestra PWS as her independence partner for its collaborative culture, operational depth, and flexibility to build a differentiated advisory experience. “Choosing independence was a deliberate and value-driven decision,” Cantrell said. “I wanted the freedom to build a firm that recognizes that protecting wealth also means protecting the person making decisions. Timeless Private Wealth is built for life’s defining transitions — because major change requires more than a financial plan.”
Structured as a virtual family office, Timeless Private Wealth specializes in coordinating investment consulting, wealth enhancement, wealth protection, estate planning and charitable giving through a personalized, comprehensive approach. “Traditional financial planning assumes stability,” says Cantrell, “but the most important financial decisions are often made during periods of instability — when identity, purpose, and wealth intersect. During those moments, clients need more than portfolio management. They need clarity.”
At Timeless Private Wealth, Cantrell works with high-net-worth individuals and families navigating “pivotal identity moments,” including business exits, divorce or widowhood, inheritance, and “rewirement”— a term coined by Modern Elder meant to describe an intentional shift toward work-optional living rather than traditional retirement. To deepen her work in this area, she is completing her certification in Transitional Intelligence™ (TQ) through the Modern Elder Wealth Advisors (MEWA) program. “These events are more than financial, they’re identity shifts,” Cantrell said. “When someone steps away from a career or business that defines them, the challenge isn’t just allocating capital; it’s redefining purpose. My role is to help clients protect their wealth while preparing for what comes next.”
Timeless Private Wealth officially launched on February 12, 2026, with Cantrell serving as founder and lead advisor. Over the next five years, Cantrell plans to thoughtfully expand her team, invest in continued professional development, and further enhance the comprehensive planning experience available to clients throughout the region.
“Jordan’s approach to serving clients is thoughtful, intentional and grounded in long-term relationships,” said Rob Bartenstein, co-founder and president of Kestra PWS. “She is passionate about helping people navigate life’s most important moments, and has built her practice around delivering guidance that feels personal and deeply aligned with each client’s goals. Jordan is an exceptional addition to our community and we are proud to support her and the work she does every day.”
