Campus Private Wealth Services Joins Kestra Community
AUSTIN, Texas—Kestra Private Wealth Services (Kestra PWS) has recently welcomed Campus Private Wealth, a notable firm with a $400 million portfolio, showcasing its commitment to providing exceptional client services.
About Campus Private Wealth
Located in Arlington, VA, Campus Private Wealth specializes in advanced wealth strategies focusing on generational planning. The founders, Bill Milby and Jason Lindner, have crafted a client-centric approach, ensuring financial plans are tailored to individual aspirations. The firm’s name symbolizes the journey of personal development, aligning closely with the lifecycle of financial growth—starting from education, advancing in careers, contributing to society, and enjoying retirement.
Kestra PWS: Empowering Independent Advisors
Kestra PWS equips financial advisors with an extensive array of resources necessary for thriving as independent professionals. This includes advanced compliance frameworks, innovative technologies, and robust back-office support. By offering a comprehensive platform, Kestra enables advisors like Campus Private Wealth to concentrate on building strong client relationships, thereby delivering superior service.
Enhancing Client Experiences
Rob Bartenstein, CEO of Kestra Private Wealth Services, expressed enthusiasm about Campus Private Wealth’s inclusion on the platform. He noted, “Bill and Jason’s unwavering commitment to personalized client service and innovative strategies aligns perfectly with our dedication to empowering independent advisors to reach their utmost potential.”
Transitioning to Independence
The founders of Campus Private Wealth opted for this transformation to enhance their operational model. Milby shared, “We aspired to elevate our practice while remaining at the forefront of our industry, ensuring we could offer our clients an even more personalized experience.” The union with Kestra PWS delivers the ideal combination of independence alongside substantial support, enabling them to prioritize what truly matters—client success.
The Kestra Financial Advantage
Kestra Private Wealth Services, a hybrid registered investment adviser based in Austin, TX, offers invaluable support to independent financial professional teams nationwide. With a foundation built by industry veterans, the firm enables a seamless transition for advisors moving away from wirehouses or W-2 roles to cultivate their own independent businesses.
Array of Support for Financial Professionals
The comprehensive services at Kestra PWS encompass every aspect of setting up a practice—from office configurations to regulatory compliance. This support allows advisors to dedicate their energies to client servicing and expanding their wealth management practices. Kestra has proudly aided over 125 financial professionals, guiding diverse single- and multi-team offices across the country towards independence, establishing a full-service support model.
Connecting with Kestra Private Wealth Services
For more information about how Kestra Private Wealth Services can transform your practice, please visit their official website.
Frequently Asked Questions
What is the mission of Campus Private Wealth?
Campus Private Wealth focuses on providing tailored generational wealth strategies aligned with each client’s specific needs and life stages.
How does Kestra PWS support its advisors?
Kestra PWS provides a comprehensive suite of tools, including compliance solutions, technological support, and back-office services to empower advisors.
Why did Campus Private Wealth choose to join Kestra PWS?
They sought an independent model that would allow them to enhance client experiences by focusing on individualized service and support.
What does Kestra PWS offer new advisors?
Kestra PWS offers a platform that facilitates a smooth transition for advisors to become independent while maintaining access to essential resources.
What are the benefits of working with Kestra?
Working with Kestra means gaining access to a collaborative community and personalized support, allowing advisors to thrive and provide superior client service.
