Kestra Private Wealth Services Leads Another Wirehouse Team to Independence

Kestra Private Wealth Services Leads Another Wirehouse Team to Independence
13.04.2018 11:16 am

Kestra Private Wealth Services Leads Another Wirehouse Team to Independence

Wealth Management

Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc. supporting independent advisor teams nationwide, today welcomed True Alpha Wealth Management (True Alpha) to its platform.

Based in Sandusky, Ohio, True Alpha Wealth Management is operated by Brian C. Duttera, President; Elizabeth Skrinak, CFP®, Vice President; and Pat Glasgow, Wealth Management Associate. Collectively, the team has more than 75 years of financial services experience.

“We chose Kestra PWS because of its easily adaptable platform, cutting-edge technological capabilities, integrated CRM tools and most importantly – the team’s commitment to helping us serve our clients and grow our business,” said Duttera. “We’re thrilled, energized, and very happy with the support we received thus far.”

The advisors at True Alpha offer holistic financial planning services and customized wealth management solutions to individuals, families, entrepreneurs, C-level executives, retirement plans, and foundations, with a focus on serving families with special needs as well as nontraditional families.

“True professionals want personal and professional satisfaction and Brian and Liz deserve both. These are people who are excited about making the business vibrant again, putting their clients first and putting their names on the door,” said Rob Bartenstein, Senior Management Director and CEO of Kestra PWS. “We’re in business to help set talented advisors – just like the True Alpha team – free. Our passion for that has resulted in a platform that reduces the risks and knowledge gaps that hold too many good advisors back. We couldn’t be prouder to partner with Brian and Liz on their journey.”

Kestra PWS was founded by wirehouse veterans and offers full-service independence via the firm’s premier turnkey model.

Related News

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 »

Miles Software Enters Into Strategic Partnership With State Bank of Mauritius Group to Launch MoneyWare Across the Bank and the NBFC

Miles Software, the Global Fintech giant in the Wealth, Asset, Portfolio management and Custody business, today announced... Read more »

Newly Approved Target-Date Retirement Funds to Become Available on Ant Fortune Platform

Ant Financial Services Group (“Ant Financial” or “the Company”) today announced that 14 newly approved target-date retirement funds will be made available on the Company’s... Read more »

Merrill Lynch Wealth Management Selects FactSet as Primary Market Data provider for all Financial Advisors

 FactSet, a global provider of integrated financial information, analytical applications, and industry-leading services, today announced it has been selected to be the primary... Read more »

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