Kestra Private Wealth Services Expands Ohio Presence with Addition of $500 Million Team at Attain Wealth Partners
AUSTIN, Texas--(BUSINESS WIRE)--Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc., today announced the addition of the financial professional team at Attain Wealth Partners to its platform. The firm’s personnel offer clients tailored solutions from wealth and investment management to retirement.
Based in Zanesville, Ohio, Attain Wealth Partners is joining Kestra PWS with co-founders Shakir Kaka and David Weinberg at the helm, bringing over 40 years of expertise to the wealth management space. Joining the two is a tenured team of 5, including wealth advisors Bridget Tetak, CFP ®, Ross Weinberg, Sierra Brown, Nazneen Kaka, and administrative partner Anissa Judd.
Overseeing $500 million in client assets, the team specializes in portfolio management, retirement strategies, risk management, estate strategies, supporting ultra-high-net-worth individuals and more. Attain offers a high-touch client approach with tailored services to help clients achieve their long-term financial goals.
By partnering with Kestra PWS, Attain gains access to its full-service support model, allowing the team to focus on strengthening and building client relationships while Kestra PWS oversees the firm’s transition to an independent business. Assets will be custodied at Fidelity NFS.
“When going independent, our primary focus was to join a firm that understands our financial goals and holds the highest standards of client service, allowing us to focus on what matters most – our clients,” said Shakir Kaka, Co-Founder, Wealth Advisor, Attain Wealth Partners. “Joining Kestra PWS allows us to develop trust and stronger, long-term relationships with our clients, working alongside like-minded partners who believe in our mission and goals.”
“We understand the value of an entrepreneurial spirit, and helping our partners achieve their goals is the core of how we power their independence,” said Rob Bartenstein, Senior Managing Director and CEO of Kestra PWS. “We see a level of high-touch, family-oriented charisma in the Attain Wealth Partners team that mirrors our own values, and we’re excited to bring them on board as part of our Kestra PWS community and the broader Kestra ecosystem.”
Prior to founding Attain Wealth Partners, the team was associated with Merrill Lynch Wealth Management.
About Kestra Private Wealth Services
Kestra Private Wealth Services, LLC (Kestra PWS) is a hybrid registered investment advisor (RIA) headquartered in Austin, TX and supporting independent financial professional teams across the nation. Founded by industry veterans, Kestra PWS empowers advisors to transition seamlessly from wirehouses and W-2 roles to independent businesses. The firm’s platform is composed of its independent RIA as a broker-dealer to provide financial professionals with an open-architecture platform and independence across both fee- and transaction-based business models. The firm’s comprehensive support covers every detail of transition, from office setup to compliance, freeing advisors to focus on serving clients and growing their wealth management businesses. Kestra PWS has helped more than 125 financial professionals and more than 50 single- and multi-team offices across the country find independence with their full-service support model. For more information, visit www.kestrafinancial.com/private-wealth-services.
Kestra Financial, Inc. (Kestra Financial) provides a leading independent advisor platform that empowers independent financial professionals – including traditional and hybrid RIAs – to prosper, grow, and provide superior client service. Kestra Financial offers advisors and firms personalized support, integrated business management technology, and access to a collaborative community of like-minded financial professionals, ultimately enabling their growth, success, and ability to best support their own clients.
The Kestra Financial division includes Kestra Private Wealth Services, LLC (Kestra PWS), Kestra Advisory Services, LLC (Kestra AS) and Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Securities offered through registered representatives of Kestra IS. Investment advisory services offered through appropriately licensed representatives of Kestra AS or Kestra PWS. Except for the referenced Kestra companies, Kestra IS, Kestra AS, or Kestra PWS are not affiliated with other entities referenced in this publication.
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