Kestra Financial Expands with New Partnership in Wealth Management
Kestra Financial Expands with New Partnership in Wealth Management
Kestra Financial, a prominent name in the wealth management industry, has proudly announced its partnership with Erudite Wealth Management Inc., a well-established full-service wealth management firm. This collaboration represents an exciting opportunity for both firms, aiming to enhance services for their clients.
Introducing Erudite Wealth Management Inc.
Erudite Wealth Management has gained a reputable standing in the greater New York area through its unwavering commitment to client satisfaction. This dedicated duo strives to offer a white-glove experience, providing customized portfolios and comprehensive family office resources. Currently managing $225 million in assets, they have distinguished themselves by focusing on the personal and financial aspirations of their high-net-worth clientele.
Client-Centric Approach
The primary goal at Erudite is to assist clients in achieving their unique financial, business, and life objectives. Their proactive approach to wealth management emphasizes the significance of personalized service. This philosophy will continue to thrive under the umbrella of Kestra Financial.
Kestra Financial's Commitment to Growth
Becoming part of Kestra Financial allows Erudite to expand its offerings while maintaining its dedication to excellent service. This partnership is a pivotal step towards the collective vision of establishing a legacy firm that prioritizes lasting relationships with clients.
Supportive Ecosystem
David Weinstock, President and Founder of Erudite Wealth Management, expressed enthusiasm about the collaboration stating, "The depth of industry expertise and personalized support within the Kestra ecosystem aligns perfectly with our mission to deliver exceptional service. We’re excited to join forces and enhance our service delivery for clients."
Welcoming New Opportunities
As the excitement builds, Kestra Financial is equally thrilled to welcome Erudite into its community. Daniel Schwamb, EVP of Business Development at Kestra Financial, shared how both firms share similar core values focused on exceptional client service. This alignment is crucial as they embark on the next phase of growth together.
An Expansive Network
Kestra Financial, headquartered in Austin, Texas, has made a name as a leading independent wealth management platform since its inception in 1997. By empowering advisors and wealth management firms, Kestra fosters an integrated community aimed at collaborative growth. Its commitment to resourceful support allows independent financial professionals to thrive while delivering superior services to their clients.
About Kestra Financial
Kestra's platform includes subsidiaries such as Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC, and Kestra Investment Services, LLC. These firms offer various financial services under the regulatory guidelines, maintaining a commitment to best practices in the financial sector. This diverse structure enables Kestra Financial to serve a broad range of professionals and clients.
Fostering Prosperity
The partnership with Erudite Wealth Management symbolizes a shared ambition for enhancing financial advisory services. With a focus on nurturing relationships and expanding capabilities, this collaboration is set to propel both firms towards greater success.
Frequently Asked Questions
What is the primary focus of Kestra Financial?
Kestra Financial focuses on providing a comprehensive wealth management platform that supports independent financial professionals and wealth management firms.
Who is Erudite Wealth Management?
Erudite Wealth Management is a full-service wealth management firm dedicated to offering personalized financial services and portfolio management for high-net-worth clients.
What prompted the partnership between Kestra Financial and Erudite?
The partnership was established to enable Erudite to expand its services and leverage the robust support and resources that Kestra Financial provides.
How does Kestra Financial support independent advisors?
Kestra Financial empowers independent advisors by offering integrated business management technology, personalized support, and access to a collaborative community.
What are the core values of Erudite Wealth Management?
Erudite Wealth Management's core values emphasize exceptional client service and a tailored approach to meet individual client needs.
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