Kestra Private Wealth Services

Sending a huge congratulations to Nancy Hurst, one of our amazing advisors at Liberty Wealth Solutions, who retired earlier this summer after nearly 50 years in the wealth management industry. From everyone at KPWS, we wish Nancy nothing but good health and fortune as she embarks on this next chapter. Happy retirement, Nancy! 🎉

Branding is a critical way to differentiate yourself from others when you go independent, so making sure you get it right is super important. Hear KPWS CEO Rob Bartenstein and Kristoffer Fu, CFP®, CEPA©, CPWA® Fu of Maven Bridge Capital discuss the evolution of brand building and finding your niche: https://lnkd.in/ejqcPPft

Closing out Tuesday with a shining advisor testimonial from Ricky Smith, President and Managing Director at Inspired Wealth Planning. Thank you to Ricky for sharing such a glowing business update and how KPWS has uplifted Inspired's business goals in such a short amount of time. 

Thinking about exiting the wirehouse? Whether your decision to exit is entrepreneurial, to have more control to better serve your client's needs, or compensation-based, we are here to guide you every step of the way to ensure that going independent doesn't mean doing it alone. Click the link below to see recent testimonials from clients that illustrate the full-service support you'll receive when choosing to partner with us:  https://lnkd.in/dnYnhjwz

One of our core goals is to help advisors maximize the value of their business. We want to provide the tools that can help create more time for advisors to work on their business, not just in it. If you're currently evaluating the health of your practice, here are four key areas to jump-start your growth plan: https://lnkd.in/eX3eHpN4 #WealthWisdomWednesday

😎 Who doesn't love time spent with colleagues away from the office? The KPWS team had so much fun ringing in the start of the summer with our fellow Kestra coworkers. Check out some of the highlights from our annual picnic below!

Starting the week off strong with yet another service shout-out! Well done to James Williams, Senior Client Service Specialist who continues to go above and beyond for our partners. A huge thank you to Denise Mulligan, Director of Operations at Eagle Harbor Advisors for the excellent feedback.

Why leave the wirehouse? Hear Clarke Smith, CFP®, CEPA, Partner & Managing Director at Provista Wealth Advisors, on how KPWS equipped Clarke and his team with the tools to deliver top-notch wealth services to its clients.

At Kestra PWS, we believe that providing unmatched service to every financial professional begins with our commitment to deliver a boutique experience that prioritizes communication, transparency, and accountability to fuel your growth. To learn more about KPWS' Service Team Model and our core five units, click here: https://lnkd.in/exY4WZBE

Kestra Private Wealth Services, a registered investment adviser subsidiary of Kestra Financial Inc., announced the addition of the financial professional team at Ohio-based Attain Wealth Partners to its platform. Kestra Private Wealth Services Rob Bartenstein #financialservices #RIA #registeredinvestmentadviser #KestraFinancial #PrivateWealthServices #AttainWealthPartners