Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial announced the addition of Arc Private Wealth to its platform. And the firm offers customized solutions, including wealth management, retirement planning, and more, to its client base.
With multiple locations in Northwest Ohio, including Oregon, Ohio, Waterville, Ohio, and Upper Sandusky, Ohio, Arc Private Wealth is joining Kestra PWS with founders Dave Riggenbach, Adam Lublin, Amy Fredritz and Dylan Clement at the helm, collectively bringing 40+ years of expertise to the wealth management space. In addition to its four founders, the team includes five support staff.
The team – which oversees over $400 million in client assets – draws from a comprehensive suite of services and offerings to create a personalized and unique client experience.
By working with Kestra PWS, Arc Private Wealth gains access to its full-service support model. And while Kestra PWS oversees the firm’s transition to an independent business, Arc plans to focus on strengthening and building its relationships with clients.
KEY QUOTES:
“We prioritize client relationships, and when going independent, we were looking for a partner firm that shares these values. By joining Kestra PWS, we’re able to serve our clients with a high-touch, white-glove experience and provide them access to high quality investment platforms and products.”
- Dave Riggenbach, Co-Founder and Wealth Advisor at Arc Private Wealth
“We are committed to supporting our partners in achieving their goals of growth and independence. In Arc Private Wealth, we see a blend of harmonious relationships and dedication to a personalized experience that reflects our devotion to excellence. We look forward to welcoming them to the Kestra PWS community and the broader Kestra network.”
- Rob Bartenstein, Senior Managing Director and CEO of Kestra PWS
