|[May 25, 2021]|
Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc (Kestra Financial), today announced the addition of Bull and Bear Wealth Management in Peoria, Arizona to its platform.
Founded in 2021, Bull and Bear Wealth Management is helmed by Managing Partners Ted Horowitz, CFP®, and Ben Belanger, APMA®, who have over 45 years of combined experience managing assets for businesses and individuals. The financial professionals of this newly independent firm offer a full range of personalized services, including portfolio management, financial planning, tax preparation, wealth preservation, and business planning.
“Our mission is simple: To help clients build and preserve wealth no matter their life stage,” said Horowitz. “We knew that to fully deliver on this commitment, the independent channel was right for us. Kestra PWS not only affords us the freedom to provide customized client service, but the back-office support to keep our business running smoothly.”
The professionals of Bll and Bear Wealth Management collectively manage over $112 million in client assets.
“From their client-centered approach to their boutique-like atmosphere, the Bull and Bear Wealth Management culture uniquely aligns with our own,” said Rob Bartenstein, Senior Managing Director and CEO of Kestra PWS. “We are honored to partner with Ted and Ben during this pivotal time in their careers and feel confident our in-depth expertise and resources will only enhance their client service for years to come.”
The addition of Bull and Bear Wealth Management marks the third location Kestra PWS has opened in Arizona.
About Kestra Private Wealth Services
Kestra Private Wealth Services, LLC (Kestra PWS) is a hybrid registered investment adviser (RIA) supporting fee and transaction-based independent financial advisor teams across the nation. Kestra PWS was established by wirehouse veterans with the express purpose of enabling former wirehouse financial advisors to achieve independence and growth. The firm’s platform is composed of an independent RIA in association with Kestra Investment Services, LLC as broker-dealer in order to provide its financial advisors with an open architecture platform and independence across both fee and transaction-based business models. Kestra PWS has helped over 30 single- and multi-team offices across the country find independence with their full service support model.
For more information, visit www.kestrafinancial.com/private-wealth-services.
Kestra Financial, Inc. (Kestra Financial) provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency.
Kestra Financial is the parent company of Kestra Investment Services, LLC, member FINRA/SIPC, and also of Kestra Advisory Services, LLC; Kestra Private Wealth Services, LLC; and Kestra Institutional Services, LLC, all federally registered investment advisers.
The professionals at Bull and Bear Wealth Management, offer securities through Kestra IS, member FINRA/SIPC. Investment advisory services offered through Kestra PWS. Bull and Bear Wealth Management, is a member firm of Kestra PWS, an affiliate of Kestra IS. Bull and Bear Wealth Management is not affiliated with Kestra IS.
For more information, visit www.kestrafinancial.com.
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