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Empowering Successful:

Financial Advisor Transitions  

Developed by wirehouse veterans, our turnkey full-service independence model was designed to simplify four common barriers of entry that interfere with wirehouse advisors’ aspirations of breaking away and starting their own independent firms.

Experience Customized Growth Plans  

We partner with sophisticated advisors looking to break away from a corporate structure on a path to consummate freedom. Throughout the lifecycle of your business, our experienced team of experts focuses on six key business-critical areas to help you grow: strategy, financial management, marketing, people and performance, operational efficiency, and wealth management.   


Why Kestra Private Wealth Services?
Deep expertise and first-hand experience
Financial professional-centric infrastructure
Daily ongoing support provided by our executive team
More than 100 advisors supported
Firms average $225 million in AUM
Freedom to run your business your way
Proven Leadership
Rob Bartenstein
“We make it easy for advisors to exit the wirehouse with confidence so they can experience the endless freedom and flexibility of independence.”
Rob Bartenstein
Senior Managing Director and Chief Executive Office
“Our full-service independence model takes care of everything so our advisors can focus on growing their businesses and caring for their clients.”
Scott Wilson
Senior Managing Director and Chief Operating Officer
Community Begins with a chat

As of Dec. 31, 2022, assets include Kestra Investment Services, LLC, Kestra Advisory Services, LLC, Kestra Private Wealth Services, LLC, and Kestra Institutional Services
As of Dec. 31, 2022, assets include Kestra Advisory Services, LLC, Kestra Private Wealth Services, LLC, and Kestra Institutional Services
As of Dec. 31, 2022, includes the combined revenue of Kestra Financial, Inc. and its subsidiaries

Talk to our experts to see if now’s the time for you to break away.

Are you ready to exit the wirehouse and pursue independence? Let’s start with a conversation. Complete the form below for a confidential consultation.