Kestra Private Wealth Services Helps Another Wirehouse Team Go Independent

Kestra Private Wealth Services Helps Another Wirehouse Team Go Independent
22.12.2017 09:45 am

Kestra Private Wealth Services Helps Another Wirehouse Team Go Independent

Wealth Management

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.”

Related News

Profile was shortlisted in 4 categories at the WealthBriefing GCC Region Awards 2018

Profile Software, an international financial solutions provider, announced today that it has been shortlisted at the WealthBriefing GCC Region Awards 2018 under the... Read more »

Avaloq highlighted in Aite report for exemplary delivery of digital advisory solution

A recent report of leading research house Aite on the digitization of the wealth management sector, Wealth Portfolio Suites Turn to Digital Advisory: Early Risers, has... Read more »

Profile Software at AM TECH DAY by L’Agefi as a Silver Sponsor in Paris

Profile Software, an international financial solutions provider, announced today its participation as a Silver Sponsor at the Wealth and Asset Management-focused event, “AM... Read more »

Profile received new distinctions for outstanding performance of its innovative and client-centric FinTech solutions

Profile Software, an international FinTech solutions provider, announced today that during the past quarter it has been recognised by internationally well-established... Read more »

Apiax Unveils New RegTech Tax Product

Zurich-based RegTech startup Apiax’ new product allows banks and asset managers to factor the tax impact of financial instruments into their investment recommendations. 

... Read more »

Magazine
ALL
Free Newsletter Sign-up
+44 (0) 208 819 32 53 +44 (0) 173 261 71 47
Download Our Mobile App