AUSTIN, Texas--(BUSINESS WIRE)--Independent advisor platform Kestra Financial, Inc. (Kestra Financial) announced today the addition of Gotleib & Associates (Gotleib) and its affiliate Bridge Wealth Advisors (Bridge Wealth).
Led by Leo Gotleib, CFP, the professionals of Gotleib provide comprehensive wealth management services, including pre- and post-retirement planning, to corporate employees. Gotleib has conducted business for over 30 years and recently formed a new entity with Matthew Bagell, CPA called Bridge Wealth Advisors, whose financial advisors focus on financial planning and wealth management primarily for medical professionals. Both firms are based in Southern New Jersey. Collectively, the two firms bring approximately $250 million in assets to Kestra Financial’s platform.
“The experienced teams at Gotleib and Bridge Wealth are well-positioned to take advantage of Kestra Financial’s vast resources, including next-generation technology, practice enrichment, business management, and marketing support,” said Daniel Schwamb, SVP of Business Development at Kestra Financial. “As we continue to aggressively expand our national footprint, we are seeking to work with sophisticated, growth-oriented advisory practices, and we’ve found like-minded partners in Leo, Matt, and their firms.”
The relationship exemplifies Kestra Financial’s steadfast mission to empower advisors by giving them the opportunity to leverage a leading independent advisor platform and state-of-the-art technology.
“From the start of our selection process, it was paramount that we partner with an established firm that could propel our advisory business forward while truly valuing the client-advisor relationship,” said Leo Gotleib. “Kestra Financial will provide us with the technological resources and support to expand our services while retaining a focus on giving our clients the individualized attention they deserve.”
About Kestra Financial
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.
Headquartered in the “Silicon Hills” of Austin, Texas, Kestra Financial offers an experience as unique as the city in which it operates. The firm supports more than 1,700 independent financial advisors in delivering comprehensive securities and investment advisory services to their clients. Kestra Financial is the parent company of Kestra Investment Services, LLC, member FINRA/SIPC, and also of Kestra Advisory Services, LLC; Kestra Private Wealth Services, LLC; and Kestra Institutional Services, LLC, all federally registered investment advisers. For more information about Kestra Financial, please visit www.kestrafinancial.com.
Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC. Gotleib & Associates and Bridge Wealth Advisors are independently owned and operated.