$650 million firm sought freedom from the corporate umbrella and a greater focus on client goals
AUSTIN, Texas–(BUSINESS WIRE)–Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc. (Kestra Financial), today announced the addition of Canton Wealth Partners, whose financial professionals collectively oversee $650 million in client assets.
Located on Canton Street in historic Roswell, Georgia, Canton Wealth Partners is led by Managing Partner Matt West, Managing Partner Benji McLeod, and Managing Partner David Combs, with assistance from Registered Client Associate Angela Moore, and Client Associate Hardy Fortson. The firm specializes in supporting corporate executives and small business owners in reaching their financial goals.
Canton Wealth Partners’ decision to join Kestra PWS was driven by the platform’s open architecture and the independence to provide clients with individualized solutions and goal-oriented service without a competing agenda from an outside institution.
“We looked at dozens of firms with different models, but what stood out with Kestra PWS was the people,” says the Canton Wealth Partners team. “There are a lot of logistics that go into this type of transition, but Kestra PWS has the expertise to easily navigate complex situations, making this a smooth journey. We’re excited to have Kestra PWS backing our business so we can focus on what matters most to us — helping our clients reach their financial goals.”
With Kestra PWS’ full-service support, the team looks to expand the firm and deepen client relationships to become a trusted partner overseeing their clients’ financial picture and delivering on their goals.
“We’ve been eyeing the greater Atlanta region for some time as a growth opportunity in the Southeast, given the success of our Florida and South Carolina offices,” says Rob Bartenstein, Senior Managing Director and CEO of Kestra PWS. “The Canton Wealth Partners team brings decades of experience to the platform with a proven track record of success, making them the perfect partner to expand our geographical footprint. We’re excited to see the firm reach new heights with our deep level of support and resources fueling them.”
Over the next five to ten years, the firm plans to become an active player in its community and looks forward to seeing clients meet their long-term goals utilizing the vast amount of tools and resources available in the independent space.
About Kestra Private Wealth Services
Kestra Private Wealth Services, LLC (Kestra PWS) is a hybrid registered investment adviser (RIA) supporting fee- and transaction-based independent financial professional teams across the nation. Kestra PWS was established by wirehouse veterans with the express purpose of enabling former wirehouse financial professionals to achieve independence and growth. The firm’s platform is composed of its independent RIA in association with Kestra Investment Services, LLC (Kestra IS) as broker-dealer in order to provide its financial professionals with an open-architecture platform and independence across both fee- and transaction-based business models. Kestra PWS has helped over 30 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 sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency.
Kestra Financial is the parent company of Kestra IS, member FINRA/SIPC, and also of Kestra Advisory Services, LLC; Kestra PWS; and Kestra Institutional Services, LLC, all federally registered investment advisers.
The professionals at Canton Wealth Partners offer securities through Kestra IS, member FINRA/SIPC. Investment advisory services offered through Kestra PWS. Canton Wealth Partners is a member firm of Kestra PWS, an affiliate of Kestra IS. Canton Wealth Partners is not legally affiliated with Kestra IS or Kestra PWS.
For more information, visit www.kestrafinancial.com.
Contacts
Gregory FCA for Kestra PWS
Erin Jacob, 610-200-0566
kestra@gregoryfca.com
