AUSTIN, Texas--(BUSINESS WIRE)--Independent advisor platform Kestra Financial, Inc. (Kestra Financial) announced today the addition of Watermark Wealth Strategies (Watermark), an independent wealth management practice focused on addressing the complex needs of pre-retirees and retirees.
Based in Scottsdale, Ariz., Watermark Wealth Strategies was founded by Principals Carmen Cercone and Kyle Richardson; along with co-founders Thomas Lundgaard, Tyler Brilinski, and James Bruce in 2009. The firm’s 10 advisors collectively manage $700 million in assets and provide a diverse suite of services, including retirement planning, estate planning, investment management, insurance strategies and tax planning.
“Watermark Wealth Strategies exemplifies the type of firm poised to benefit from Kestra Financial’s holistic advisor technology and vibrant culture,” says Daniel Schwamb, SVP of Business Development at Kestra Financial. “Kestra Financial is focused on supporting the growth of elite advisory professionals who share our commitment to providing integrity-centric services supported by next-generation technology solutions.”
The addition of Watermark solidifies Kestra Financial’s footprint as a leading resource for top-tier advisors looking to deliver high-quality services to clients.
“Kestra Financial offers a customized experience to advisors looking for a growth-minded partner that offers the best tools, culture, and practice management experience in the industry,” says Richardson. “Watermark has a steadfast commitment to providing unparalleled client service, and we joined Kestra Financial knowing that their team shares this goal.”
About Kestra Financial
Kestra Financial, Inc. (Kestra Financial) provides a leading independent advisor platform that empowers sophisticated independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency.
Headquartered in the “Silicon Hills” of Austin, Texas, Kestra Financial offers an experience as unique as the city in which it operates. The firm supports more than 1,700 independent financial advisors in delivering comprehensive securities and investment advisory services to their clients. Kestra Financial is the parent company of Kestra Investment Services, LLC, member FINRA/SIPC, and also of Kestra Advisory Services, LLC; Kestra Private Wealth Services, LLC; and Kestra Institutional Services, LLC, all federally registered investment advisers. For more information about Kestra Financial, please visit www.kestrafinancial.com.
Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC. Watermark Wealth Strategies is independently owned and operated.
