Thinking of switching platforms, but not sure if it is the right time? While the COVID-19 pandemic has certainly changed the way business is conducted, many pre-pandemic best practices for successfully transitioning platforms still ring true.
Recent testimonials from clients illustrate the full-service support you’ll receive when choosing to partner with Kestra Private Wealth Services.
Load More
In the first blog of a series breaking down the four core pillars that constitute Kestra Private Wealth Services, Rob Bartenstein discusses equipment provided to all financial professionals.
Load More
In the second blog of a series breaking down the four core pillars that constitute Kestra Private Wealth Services, Rob Bartenstein discusses real estate assistance provided to all financial professionals.
Load More
Stuart Silverman, President of Bluespring Wealth Partners, explains why, despite the circumstances, the economic environment is very favorable for a sale.
Load More
See how our community of financial professionals seeking independence continues to grow through the turnkey support offered by Kestra Private Wealth Services.
Load More
Switching advisor platforms is an important decision for your business and your clients. Learn about our approach and how we work with you personally every step of the way.
Load More
Delaware-based firm drawn to Kestra Financial’s high-touch service, technology, and business consulting offerings.
Load More
Breakaway team goes independent to enhance client-centric model; partners with Kestra PWS for personalized touch and dedicated management team.
Load More
New Mexico-based firm attracted to Kestra Financial’s business support services and culture of women empowerment.
Load More
Industry vets create breakaway firm catering to sophisticated clientele in the heart of New Jersey.
Load More
Word of mouth spurs New York City-based practice to join Kestra Financial’s community of like-minded financial professionals.
Load More
$124 million Nobilis Wealth, LLC sought boutique experience for transition to independence
Load More
South Carolina-based wealth management firm selects Kestra Financial for tight-knit community and client-first service.
Load More
Growth driven by demand for supported independence in the COVID-19 environment lead to 2022 recruiting success.
Load More
Newly independent, Maryland-based firm attracted to integrated technology solutions and business consulting to bolster organic growth.
Load More
Kestra Financial's strong quarterly results attributed to unique firm culture and robust financial planning environment.
Load More
Experienced financial professional sought flexible, full-service independent model to better meet client needs.
Load More
Breakaway wealth management team chose independence for enhanced product and service offerings with Kestra Private Wealth Services.
Load More
$250 million breakaway team chooses Kestra PWS due to full-service and concierge-level support.
Load More
Arizona-based firm sought freedom to deliver tailored client advice; attracted to Kestra PWS’ comprehensive business support services.
Load More
Fueled by Kestra PWS’ industry-leading resources and experience, Salt Lake City-based firm rebrands, opens new location, and adds new managing partner.
Load More
Firm on pace for biggest recruiting year in almost 10-year history
Load More
Family-run practice seeks top-tier technology upgrades with Kestra Financial.
Load More
Kestra Financial's quick and successful pivot in the COVID economy has garnered a great quarter of new firms.
Load More
Husband-wife duo drawn to Kestra Financial’s high-touch service model and commitment to independence.
Load More
Combined firm principals will manage nearly $500 million in assets.
Load More
