Kestra Financial, a leading wealth management platform, announced the onboarding of wealth management firm Lodi Wealth Advisors. Since its founding in Westchester County, New York, Lodi Wealth Advisors has prioritized serving clients and helping them achieve their financial, business, and life goals. The firm features a dedicated advisor duo that works diligently to provide a white-glove experience for its high-net-worth clientele, including the development of bespoke portfolios.
The Lodi Wealth Advisors team currently has over $400 million in assets under management (AUM). And by joining Kestra Financial, Lodi Wealth Advisors aims to grow its company while continuing to provide quality service to its clients. As the team looks to the future, Kestra Financial will support its vision of becoming a legacy firm.
With $103 billion in assets under advisement (AUA), Kestra Financial supports over 1,700 independent financial professionals and is committed to delivering superior service that enables their growth, success, and ability to best support their own clients.
KEY QUOTES:
“Kestra Financials’ robust ecosystem and offerings are exactly what we’re looking for in a partner firm. As an organization committed to providing exceptional, tailored service to our clients, we saw in Kestra Financial a firm that has the capabilities to support us in delivering that excellence.”
- Scott LoPresti, Founder of Lodi Wealth Advisors
“It was a natural decision to have Lodi join the Kestra Financial ecosystem. With a high standard of client service, Lodi’s core values fit seamlessly into Kestra’s community of partners, and we’re excited about the opportunities to follow.”
- Daniel Schwamb, Executive Vice President of Business Development at Kestra Financial
