Kestra Private Wealth Services, a registered investment advisor subsidiary of Kestra Financial, has added OWL Private Wealth Advisors, a full-service wealth management practice located in Bloomfield Hills, Michigan.OWL Private Wealth Advisors is led by managing partners Jeffrey Smith, CFP, CPWA, ChFC, CRPC, and Brian Thomas, CRPC, MBA, who have a combined 40 years of experience in the financial and advisory services space. The firm’s members provide holistic financial planning and goals-based wealth management services for multi-generational families and individuals.
“Both Jeffrey and Brian sought a full-service independent model that gives their firm the freedom to offer customised financial solutions for their clients,” says Rob Bartenstein, CEO and Senior Managing Director of Kestra PWS. “By partnering with Kestra PWS, OWL Private Wealth Advisors will spend less time worrying about the logistics of owning a business and more time on meeting their clients’ specialised financial needs.”
The professionals of OWL Private Wealth Advisors collectively oversee USD120 million in assets and specialise in goals-based planning, investment management, insurance planning, and corporate and individual retirement consulting.
“In our pursuit of independence, we sought a partner who could empower us to deliver the best experience for our clients. We ultimately chose Kestra PWS for their best-of-breed technology and human capital. We are extremely excited to begin this new chapter alongside their talented team,” says Smith.
“After an extensive search, Kestra PWS emerged as the frontrunner due to their industry-leading technology integration and high-caliber service that will enable us to focus on our clients as the top priority,” adds Thomas.
