Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, announced that Campus Private Wealth has joined its platform. This partnership represents a mutual commitment to delivering highly tailored client service.
Based in Arlington, VA, Campus Private Wealth specializes in high-end generational wealth strategies. And founders Bill Milby, CEO and CIO, and Jason Lindner, COO, have tailored their approach to ensure every client’s financial plan aligns with their unique needs and aspirations.
The name Campus Private Wealth reflects the lifecycle of personal growth and achievement that a professional typically embarks upon—starting on campus, building a career, giving back, and retiring in cities near their alma maters in some cases. This philosophy resonates deeply with the team’s goal of guiding clients through all stages of life, from early adulthood to retirement.
Kestra PWS offers advisors with the tools and resources necessary to succeed as independent business owners, including advanced compliance solutions, cutting-edge technology, and back-office support. And this comprehensive platform enables advisors like Campus Private Wealth to prioritize client relationships and deliver exceptional service.
KEY QUOTES:
“We are thrilled to welcome Campus Private Wealth to Kestra PWS. Bill and Jason’s dedication to customized client care and forward-thinking strategies perfectly aligns with our mission to empower independent advisors to achieve their full potential.”
– Rob Bartenstein, CEO at Kestra Private Wealth Services
“We wanted to make this move while at the top of our game, ensuring we could deliver an even more customized experience for our clients. Kestra PWS offers the perfect blend of independence and support, allowing us to focus on what matters most—our clients.”
– Campus Private Wealth CEO and CIO Bill Milby
