Industry-leading wealth management platform Kestra Financial announced the addition of Erudite Wealth Management, a full-service wealth management firm employing a proactive approach to serving clients through care and attention to detail.
Since its founding in the greater New York area, Erudite has prioritized serving clients and helping them achieve their financial, business, and life goals. The firm is composed of a dedicated duo that works diligently to provide a white-glove experience for its high-net-worth clientele, including the development of bespoke portfolios and robust family office resources. The Erudite team currently oversees $225 million in assets under management.
By joining Kestra Financial, Erudite is aiming to grow and scale its company offerings while continuing to provide quality service to its over 140 clients, with Kestra Financial committed to supporting its ongoing vision of becoming a legacy firm.
KEY QUOTES:
“The depth of industry expertise, personalized support and robust offerings that the Kestra Financial ecosystem provides is exactly what we’re looking for in a partner. As an organization committed to providing tailored service to our clients, we’re thrilled to join a firm that supports our approach to delivering excellence.”
-David Weinstock, President and Founder of Erudite Wealth Management
“It’s an exciting time to welcome Erudite Wealth Management to the Kestra family. Erudite’s core values revolve around a commitment to delivering exceptional client service and are reflective of our own Kestra community and values. We’re excited to work with the Erudite team to support their next phase of growth.”
-Daniel Schwamb, EVP of Business Development at Kestra Financial
