Read insights from Kestra Private Wealth Services' CEO Rob Bartenstein about building a solid business plan is essential to becoming an independent financial advisor.Read More
Kestra PRivate WEalth Services Turnkey model
Find independence with full service support
You’ve arrived atA TURNING POINT
Kestra Private Wealth Services (PWS) offers you full service independence with the industry’s premier turnkey model. Exit the wirehouse with a partner who supports you in every aspect of your transition to becoming an independent financial advisor. We leave you free to serve your clients with our advisor-centric infrastructure that supports you on your path to business ownership.
While other independent advisors must dedicate a lot of time to office management and logistics, you'll be doing more business. And spending more of your time the way you want.
Be the best advisor FOR YOUR CLIENTS
With Kestra PWS, you are never alone. Our experienced team tackles every detail related to your exit and the launch of your new business, so you walk out of the wirehouse ready to hit the ground running.
Our full service approach begins with a customized transition support package. We then manage all of your real estate needs, including sourcing, deposits, leasing, design, and build out.
We also provide and support all of your equipment—from electronics and furniture to signage and supplies. Kestra PWS expertly handles being your back office partner and problem resolution team.
Compliance is handled remotely so nobody on your team needs to become an expert. We’ll partner with you to keep your firm running in an efficient and compliant manner.
Kestra PWS provides the best all-in-one, out-of-the-box technology to support your business, including an integrated, multi-custodial platform and Wealth Management platform enhancements. Scaled enterprise pricing ensures that you don’t waste money on features or services you don’t need.
It’s not just one thing that makes Kestra PWS different. We believe everything we do creates an incomparable experience advisors truly value.Find value in your independence
Unmatched support built on UNPARALLELED
Kestra PWS has 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 advisors 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 advisor with whom we work.Learn more about how our team can support you
Are You Ready for Independence?
Our independent advisors produce at some of the highest levels in the business, and we offer them an unprecedented direct level of support. If you’re looking for the best turnkey solution in the industry, call us today.Meet with us