Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, announced the addition of the financial professional team at Ohio-based Attain Wealth Partners to its platform. The firm’s personnel offer clients personalized solutions from wealth and investment management to retirement.
With $500 million in client assets, the team specializes in portfolio management, retirement strategies, risk management, estate strategies, supporting ultra-high-net-worth individuals and more. Attain offers a high-touch client approach with tailored services to help clients achieve their long-term financial goals.
By working with Kestra PWS, Attain gains access to its full-service support model, enabling the team to focus on strengthening and building client relationships while Kestra PWS oversees the firm’s transition to an independent business. The assets will be custodied at Fidelity NFS.
Before founding Attain Wealth Partners, the team was associated with Merrill Lynch Wealth Management.
KEY QUOTES:
“When going independent, our primary focus was to join a firm that understands our financial goals and holds the highest standards of client service, allowing us to focus on what matters most – our clients. Joining Kestra PWS allows us to develop trust and stronger, long-term relationships with our clients, working alongside like-minded partners who believe in our mission and goals.”
- Shakir Kaka, Co-Founder, Wealth Advisor, Attain Wealth Partners
“We understand the value of an entrepreneurial spirit, and helping our partners achieve their goals is the core of how we power their independence. We see a level of high-touch, family-oriented charisma in the Attain Wealth Partners team that mirrors our own values, and we’re excited to bring them on board as part of our Kestra PWS community and the broader Kestra ecosystem.”
- Rob Bartenstein, Senior Managing Director and CEO of Kestra PWS
