Redhawk Wealth Advisors, a provider of investment management and fiduciary services, has added Chris Kurtz, an Investment Advisor Representative (IAR) from Cincinnati Ohio, who has affiliated with the firm for wealth management services.
Kurtz, who has over 17 years of experience in the financial services industry, is an experienced financial planner with K&A Wealth Advisors located in Cincinnati Ohio. He assists high net worth clients, business clients, and endowments in the areas of estate planning, trusts and gifting, wealth management, insurance, and investment portfolio investments and management, and is currently managing over USD120 million in assets. Kurtz was with AXA Advisors since 2000 and has obtained the Series 7 and 66 licenses.
“I looked at many RIA firms and Redhawk offered the most comprehensive and easy-to-use retirement tools and applications. Their FiduciaryShield toolset is the most comprehensive fiduciary process in the industry and will provide my clients with the retirement solutions that are in their best interest. They have an exceptional back-office and service support model that is better than many of the larger firms. Redhawk will play a key role in expanding my business and providing a high-level of service for my clients,” says Kurtz.
Dan Hunt, CEO at Redhawk, says: “Chris Kurtz is a top notch financial advisor with a proven track record. We are extremely pleased that he has selected Redhawk as his RIA. It’s a true testament of our fiduciary culture and philosophy when an advisor with his experience trusts you to service their clients. We are very excited to support Chris and his clients.”