Kestra Private Wealth Services Welcomes Arc Private Wealth
Kestra Private Wealth Services, commonly known as Kestra PWS, has achieved a significant milestone by adding Arc Private Wealth to its growing platform. This exciting addition is poised to enhance the wealth management services offered to clients, with a tailored approach that prioritizes the unique needs of each individual.
A Growing Partnership
About Arc Private Wealth
Arc Private Wealth brings a wealth of experience to the table, with its founders collectively showcasing over 40 years in the wealth management industry. Headed by Dave Riggenbach, Adam Lublin, Amy Fredritz, and Dylan Clement, the firm has crafted a reputation for delivering customized solutions in wealth management and retirement planning.
Client-Centric Solutions
With more than $400 million in client assets under management, Arc Private Wealth approaches each client with a comprehensive suite of financial services. Their commitment to creating a personalized client experience has earned them a solid position in the industry.
Transitioning to Independence
By joining Kestra PWS, Arc Private Wealth anticipates benefitting from a robust support system that will enhance their operational capabilities. During this transition to an independent business model, the team plans to maintain its focus on nurturing client relationships, ensuring that they deliver exceptional service and support.
Elevating Client Experience
According to Dave Riggenbach, Co-Founder and Wealth Advisor at Arc Private Wealth, one of the primary factors in their decision to partner with Kestra PWS was the alignment in values regarding client relationships. This commitment enables them to provide a high-touch, white-glove experience that their clients deserve.
Furthermore, Kestra PWS is dedicated to supporting its partners in achieving their aspirations of growth. Rob Bartenstein, Senior Managing Director and CEO of Kestra PWS, emphasized the firm’s focus on harmonious relationships, personalization, and a strong dedication to excellence.
About Kestra Private Wealth Services
Kestra Private Wealth Services operates as a hybrid registered investment advisor (RIA) located in Austin, TX. The firm empowers independent financial professional teams across the nation, helping them transition smoothly from traditional roles to independent advisory configurations. The platform boasts an open-architecture framework that allows financial advisors to operate independently while accessing a full suite of support services.
Through a comprehensive approach to management and transition, Kestra PWS aids more than 125 financial professionals and around 50 offices, focusing on their growth and success within the financial services industry.
Promoting Financial Independence
Kestra Financial, the parent company of Kestra PWS, is dedicated to fostering a culture where financial professionals can thrive. Their platform includes advisory services and tools necessary for advisors to best serve their clients. Kestra's collaborative community empowers financial professionals to offer greater value, ensuring they remain competitive and effective in today's evolving market landscape.
Frequently Asked Questions
What is the significance of Kestra PWS's partnership with Arc Private Wealth?
This partnership enhances Kestra PWS's service offerings by incorporating the expertise and personalized approach of Arc Private Wealth, benefiting clients significantly.
Who are the founders of Arc Private Wealth?
The founders of Arc Private Wealth include Dave Riggenbach, Adam Lublin, Amy Fredritz, and Dylan Clement, who collectively offer more than 40 years of industry experience.
What services does Arc Private Wealth provide?
Arc Private Wealth offers customized solutions including wealth management and retirement planning, tailored to meet the unique needs of their clients.
How does Kestra PWS support its independent partners?
Kestra PWS provides comprehensive support during transitions, covering essential aspects from office setup to compliance, freeing partners to focus on client relationships.
What is the mission of Kestra Financial?
Kestra Financial's mission is to empower financial professionals to grow, succeed, and provide superior client service through personalized support and a collaborative community.
