AUSTIN, Texas.--(BUSINESS WIRE)--Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc., today announced the addition of Salt Lake City, Utah-based Catalyst Retirement Solutions, whose financial professionals collectively oversee $200 million in client assets. Catalyst Retirement Solutions joins the PWS network as the sixth Utah-based firm, strengthening Kestra’s presence in the area.
Led by Klint Kennedy and father-and-son Garren Decker and Bryce Decker, the trio specializes in developing unique investment solutions and retirement plans for small business owners. Offering a wide range of financial planning services for clients at various stages of life, the firm is dedicated to providing premier, individualized service. As a group, Kennedy, Garren Decker and Bryce Decker are able to allocate time and resources more efficiently by honing their individual talents, fostering collaboration and enhancing their skills. Also joining as part of Catalyst Retirement Solutions is long-time Office Manager Cortney Judkins, who brings 30 years of industry experience to the role.
The team’s move to Kestra Private Wealth Services was fueled by a strong cultural alignment and a desire to offer a highly-customized and relationship-based approach to financial planning, free of corporate pressures – an advantage they felt attainable as a result of joining Kestra Private Wealth Services.
“The independent model will allow us the opportunity to cultivate more intimate client relationships and better meet the needs of the community we proudly serve – and that’s what’s most important to us,” said the Catalyst Retirement Solutions team. “From our initial meeting with Kestra Private Wealth Services, we felt very welcomed. That feeling of belonging continued as they guided us through the transition process step-by-step, ensuring any roadblocks were swiftly addressed.”
Kestra Private Wealth Services is uniquely positioned to provide the Catalyst Retirement Solutions team with a direct level of support that has proven to allow financial professionals to reach new heights in their business and in turn, the financial lives of their clients.
“At Kestra PWS, we’re energized by the opportunity to support firms like Catalyst Retirement Solutions that are so fervently dedicated to supporting their clients’ needs,” said Rob Bartenstein Senior Managing Director and CEO of Kestra PWS. “We look forward to the opportunity to enhance the existing talents of Klint, Garren, Bryce, and their team by providing them with tools, technology, and support to help create the best outcomes for their clients and the firm.”
About Kestra Private Wealth Services, LLC
Kestra Private Wealth Services, LLC (Kestra PWS) is a hybrid registered investment advisor (RIA) headquartered in Austin, TX supporting independent financial professional teams across the nation. Founded by industry veterans, Kestra PWS empowers advisors to transition seamlessly from wirehouses and W-2 roles to independent businesses. The firm’s platform is composed of its independent RIA and affiliated broker-dealer, which provide financial professionals with an open-architecture platform and independence across both fee- and transaction-based business models. The firm’s comprehensive support covers every detail of transition, from office setup to compliance, freeing advisors to focus on serving clients and growing their wealth management businesses.
For more information, visit www.kestrafinancial.com/private-wealth-services.
Kestra Financial, Inc. (Kestra Financial) provides a leading independent advisor platform that empowers independent financial professionals to prosper, grow, and provide superior client service. Kestra Financial offers advisors and firms personalized support, integrated business management technology, and access to a collaborative community of like-minded financial professionals, ultimately enabling their growth, success, and ability to best support their own clients.
Kestra Financial is the parent company of Kestra Investment Services, member FINRA/SIPC, and also of Kestra Advisory Services, LLC; Kestra PWS; and Kestra Institutional Services, LLC, all federally registered investment advisers.
