AUSTIN, Texas--(BUSINESS WIRE)--Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc., supporting independent advisor teams nationwide, today announced the addition of Modernize Wealth to its advisory platform.
Based in Chandler, Ariz., the professionals at Modernize have been providing wealth management and retirement planning services for over 25 years. The advisory team at Modernize consists of John Hebert, Brandon Hebert, and Jeffrey Hebert.
“Modernize Wealth provides clients with a holistic planning experience, and as part of that, we want to be associated with a firm that offers us the freedom to utilize state-of-the-art technology. We found those resources – and more – in Kestra PWS,” said John Hebert, Wealth Advisor & Chief Investment Officer of Modernize Wealth. “Our firm maintains a steadfast commitment to putting our clients first, and now that we are independent and affiliated with Kestra PWS, we can remove the once-prevalent bureaucracy to communicate and work directly with our clients to pursue their goals.”
Kestra PWS, itself founded by former wirehouse advisors, helps wirehouse exiters go independent. It has helped Modernize open an office at 3075 W. Ray Road in Chandler, Arizona.
“When John and the team at Modernize came to us, they were frustrated with institutions putting themselves before the needs of clients, a problem we at Kestra PWS are committed to solving after hearing this complaint many times over the years from wirehouse advisors,” said Rob Bartenstein, CEO of Kestra PWS. “Now that the Modernize team is part of Kestra PWS, their clients can enjoy a more complete, customized experience, state-of-the-art technology, on-call support staff and the many other benefits of going independent.”
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 2,300 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.
Kestra Private Wealth Services, LLC (Kestra PWS) is a hybrid registered investment adviser (RIA) supporting fee and transaction-based independent financial advisor teams across the nation. Kestra PWS was established by wirehouse veterans with the express purpose of enabling former wirehouse financial advisors to achieve independence and growth. The firm's platform is comprised of an independent RIA in association with Kestra Investment Services, LLC as broker-dealer in order to provide its financial advisors with an open architecture platform and independence across both fee and transaction-based business models. Kestra PWS has offices in San Diego, Los Angeles, and Orange County, CA; Westport, CT and Middleburg, VA, Salt Lake City, UT and Stuart, FL. Kestra PWS has been named on the Inc. 5000 2016: The Full List as one of the fastest-growing private companies in America and the Financial Times 2016 FT:300 for top registered investment advisors.
For more information, visit www.kestrafinancial.com.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Private Wealth Services, LLC (Kestra PWS). Modernize Wealth is a member firm of Kestra PWS, an affiliate of Kestra IS. Modernize Wealth is not affiliated with Kestra IS and Kestra PWS.
