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 professional. We leave you free to serve your clients with our financial professional-centric infrastructure that supports you on your path to business ownership.
While other independent financial professionals 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.
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.
Real Estate
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.
Equipment
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
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.
Technology
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 financial professionals truly value.
Find value in your independenceKestra PWS has an 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 you 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 financial professional with whom we work.
Learn more about how our team can support you
Across the US are advisors that made the leap from the wirehouse and started on their own journey to independence.
Alabama
Arizona
California
Florida
Georgia
Massachusetts
Michigan
Missouri
Montana
New Jersey
New York
North Carolina
Ohio
Oklahoma
Pennsylvania
Rhode Island
South Carolina
Texas
Utah
Virginia
Kestra Financial, a division of Kestra Holdings, is an independent wealth management platform focused on empowering advisor success. We equip our advisors with best-in-class resources, from award-winning service and onboarding teams, portfolio management solutions, to paraplanning. With our support, advisors can provide superior client service while creating efficient and scalable growth.
Our independent financial professionals 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
Silicon Valley-based firm looks to embrace true entrepreneurship and offer high-touch client service with full-service support of Kestra PWS
Read More
