AUSTIN, Texas--(BUSINESS WIRE)--Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc., today welcomed Worth Trainor to its community of independent financial professionals in partnership with Stuart, Florida-based firm, The Sade Group Private Wealth Management, now Riverside Private Wealth Management, which joined the Kestra network in 2015.
Located in Stuart, Florida, the firm is led by Founder and Managing Director Scott Sade and provides comprehensive financial services to a diverse range of families and businesses. In addition to Trainor and Sade, the firm includes Portfolio Manager Jody Zirn and Office Manager Robin Miley.
Trainor brings to the firm over two decades of experience as a financial professional, on top of a 10-year career as a Senior Vice President at UBS. He joins The Sade Group as a Managing Partner and will also be based in Stuart, Florida. Collectively, Trainor and Sade oversee over $300 million in assets under management.
“The opportunity to join Scott and his team in an independent setting is so exciting,” said Trainor. “Scott and I are completely aligned in terms of building out the best client experience, providing retirement, investment, estate, insurance and tax services to help our clients achieve success.”
With this expansion, The Sade Group will be able to offer multiple points of contact for clients, while better leveraging the resources that Kestra PWS offers, increasing the firm's leverage while maintaining its boutique feel.
“We’re excited to welcome Worth to the team,” said Sade. “Bringing on a partner with such an extensive background will only increase the capabilities we’re able to provide our clients.”
“Here at Kestra PWS, enabling opportunities for our existing firms to continue scaling and growing is one of our most unique differentiators,” said Rob Bartenstein, Senior Managing Director and CEO of Kestra PWS. “Going independent is not only an exciting next step for Worth but exemplifies the nature and devotion of our management team to continue assisting our partners in adding like-minded advisors to their firms.”
About Kestra Private Wealth Services
Kestra Private Wealth Services, LLC (Kestra PWS) is a hybrid registered investment advisor (RIA) headquartered in Austin, TX and 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 as a broker-dealer to 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. Kestra PWS has helped more than 125 financial professionals and more than 50 single- and multi-team offices across the country find independence with their full-service support model. 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 – including traditional and hybrid RIAs – 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.
The Kestra Financial division includes Kestra Private Wealth Services, LLC (Kestra PWS), Kestra Advisory Services, LLC (Kestra AS) and Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Securities offered through registered representatives of Kestra IS. Investment advisory services offered through appropriately licensed representatives of Kestra AS or Kestra PWS. Except for the referenced Kestra companies, Kestra IS, Kestra AS, or Kestra PWS are not affiliated with other entities referenced in this publication.
