2 Kestra Private Wealth Services-Affiliated Firms Merge – Service Wire

13August 2020

AUSTIN, Texas–( SERVICES WIRE) Kestra Private Wealth Solutions, LLC(Kestra PWS), an authorized financial investment consultant subsidiary of Kestra Financial,&Inc., has actually announced two of its affiliated companies have signed up with forces to broaden their practices and client services. As of July 1, 2020, PSM Private Wealth Management&merged with, and started operating under the name, California Wealth Transitions.”This merger represents an amazing chance to reinforce our service offering, while at the exact same time growing the teamto satisfy

the ever-expanding requirements of our customer base,”stated Keith Brandt, President of California Wealth Transitions.” We have long understood the principals of PSM Private Wealth Management, all top-tier experts in their own right, and knew the cultural fit would be perfect. Their planning-based focus meshes nicely with ours, and the two companies have a great deal of experience to provide both existing and new clients. “Integrated, the principals of the new entity– Keith and Nicki Brandt, Janet Pearce, Bradley Saunders, and Krista Murray– have more than 150

years of experience in financial services.”We are really thrilled to be working with Keith, Nicki, and the rest of the team to bring our finest proficiency and resources to our cumulative group of clients,”kept in mind Saunders, CEO of PSM Private Wealth Management. The team of eight overall advisors boasts an excellent selection of credentials, consisting of Qualified Financial Planner (CFP ® ), Qualified Divorce Financial Expert

(CDFA ®), Qualified Investment Management Expert(CIMA ® ), and a number of other industry-recognized designations, demonstrating abreadth of financial investment understanding and proficiency used in the daily management of properties and shipment of customer advice. With the merger, management has a keen eye on development. Blake Murphy just recently signed up with as Vice President, Financial Consultant in San Diego, and David Brandt signed up with as Vice President, Financial Consultant at the company’s new office in Brea, California.”As this offer came together,

we acknowledged the chance to develop a firm that will live well past its creators and serve present and future clients for several years to come. Blake and David are experienced experts who represent the next generation of California Wealth Transitions'advice and service. We are thrilled to grow and support our company in this deliberate and careful method, in line with our own terms and principles, as independent advisors to our clients,”Keith Brandt stated. The addition of the Brea office positions California Wealth Transitions ‘San Diego team in greater proximity to a lot of their veteran clients in the Orange County and Los Angeles County locations. Together, the combined company will be working with clients nationally however will have a particular focus in your area in San Diego, Brea, Newport Beach, Ontario, Claremont, Laverne, Upland, and Rancho Cucamonga.”These are two of our finest and most experienced companies,”stated Rob Bartenstein, CEO and Elder Managing Director of Kestra PWS. “To see them come together is an extension of the pledge we made at the start of our collaboration, which is’you are never alone with Kestra PWS. ‘We are proud of the work each company represents and

have been honored to recommend on, however not dictate, the terms under which this offer got done. Our mutual trust, at the company level and with Kestra PWS management, allowed us to be valuable to the two ownership groups and assisted getting this over the goal.” About Kestra Private Wealth Services Kestra Private Wealth Solutions, LLC (Kestra PWS)is a hybrid signed up financial investment adviser( RIA )supporting charge and transaction-based independent financial consultant groups throughout the country. Kestra PWS was established by wirehouse veterans with the express function of enabling previous wirehouse financial experts to achieve self-reliance and development. The company’s platform is consisted of an independent RIA in association with Kestra Financial investment Services, LLC as broker-dealer in order to offer wealth management companies with an open architecture platform and self-reliance throughout both charge and transaction-based organisation designs. Kestra PWS has actually assisted 28 single-and multi-team offices throughout the country discover self-reliance with their full service support design. For more details, visit www.kestrafinancial.com/private-wealth-services. Kestra Financial, Inc. provides industry-leading wealth management platforms

for independent wealth management experts across the country. With an innovative culture that commemorates self-reliance, the business seeks to redefine the future of the advisory industry through exceptional service, advanced technology, and preeminent resources that every financial professional requirements to succeed in the market now and in the years to come. Kestra Financial, Inc. is the moms and dad business of Kestra Financial investment Services, LLC, member FINRA/SIPC, and

likewise of Kestra Advisory Solutions, LLC; Kestra Private Wealth Solutions, LLC; and Kestra Institutional Services, LLC, all federally signed up financial investment advisers. The experts at California Wealth Transitions and PSM Private Wealth Management provide

securities through Kestra Financial investment Services, LLC(Kestra IS ), member FINRA/SIPC. Financial investment advisory services provided through Kestra Private Wealth Solutions, LLC(Kestra PWS). California Wealth Transitions and PSM Private Wealth Management are member companies of Kestra PWS, an affiliate of Kestra IS. California Wealth Transitions and PSM Private Wealth Management are not affiliated with Kestra IS. For more details, visit www.kestrafinancial.com. Source: businesswire.com

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