Kestra Private Wealth Services strengthens Southeast presence with Cantonese wealth partners | Job Binary

AUSTIN, Texas–(BUSINESS WIRE)–Kestra Private Wealth Services, LLC (Kestra PWS), Kestra Financial, Inc. (Kestra Financial), a registered investment advisor subsidiary, today announced the addition of Canton Wealth Partners, whose financial professionals 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 Registered Client Associate Angela Moore and Client Associate Hardy Fortson. The firm specializes in helping corporate executives and small business owners achieve 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 personalized solutions and goal-oriented services without the competing agenda of an external institution.

“We looked at dozens of firms with different models, but what really sets Kestra PWS apart is 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 experience to navigate complex situations with ease, making it a smooth journey. We are delighted to have Kestra PWS supporting our business so we can focus on what is most important to us, which is helping our clients achieve their financial goals.”

With full-service support from Kestra PWS, the team is committed to expanding the firm and deepening client relationships to become a trusted partner in overseeing the financial vision of clients and delivering on their goals.

“We have considered the greater Atlanta area as a growth opportunity in the Southeast for some time, given the success of our offices in Florida and South Carolina,” said Rob Bartenstein, senior managing director and CEO of Kestra PWS. “The team at Canton Wealth Partners brings decades of experience to an established platform, making them the perfect partner to expand our geographic footprint. We are delighted that the firm has reached new heights with our deep level of support and resources.”

Over the next five to ten years, the firm plans to become an active player in its community and looks forward to helping clients achieve their long-term goals by leveraging 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 Advisor (RIA) supporting fee-based and transaction-based independent financial professional teams nationwide. Kestra PWS was founded by office veterans with the goal of empowering ex-finance professionals to achieve independence and growth. The firm’s platform consists of an independent RIA partnered with Kestra Investment Services, LLC (Kestra IS) as a broker-dealer to provide its financial professionals with an open architecture platform and independence in fee-based and transaction-based business models. . Kestra PWS has helped more than 30 single and multi-team offices across the country gain independence with a full-service support model.

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Kestra Financial, Inc. (Kestra Financial) provides a leading independent advisory platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to thrive, grow and deliver superior client service. With a rich culture of 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 member FINRA/SIPC, the parent company of Kestra IS, as well as Kestra Advisory Services, LLC; Kestra PWS; and Kestra Institutional Services, LLC, all federally registered investment advisers.

Canton Wealth Partners professionals offer securities through Kestra IS, member FINRA/SIPC. Investment advisory services provided by 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.

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