Breakaway wealth management team chose independence for enhanced product and service offerings
AUSTIN, Texas–(BUSINESS WIRE)–Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc. (Kestra Financial), today announced the addition of WestPeak Private Wealth, a newly independent wealth management firm based in Missoula, Montana. This marks the first office Kestra PWS has opened in the state.
The financial professionals of WestPeak Private Wealth, led by Montana native Gary Kiemele, offer holistic, high-touch financial planning services for high-net-worth individuals and families. Prior to becoming a wealth management professional, Kiemele spent 20 years in the farming industry overseeing a 3,700-acre grain farm in North Central Montana. After that, he worked for an agricultural consulting company that conducted profitability analysis, hedging, and grain pricing assistance for large farming operations in Montana and Western Canada.
Kiemele developed a keen understanding of financial markets and the global economy during this time, which he leverages to inform clients’ investment strategies and financial plans today. Ultimately, his passion for quality wealth management solutions and his desire to expand WestPeak Private Wealth’s suite of services inspired him to seek independence.
“Partnering with Kestra PWS gives us the resources and flexibility to not only assist clients in their financial planning, but to help improve their overall well-being,” said Kiemele. “Their back-office support is truly the complete package, enabling us to focus on what matters — growing the firm and refining our product and service offerings for clients.”
The professionals of WestPeak Private Wealth oversee more than $184 million in assets under management and were previously affiliated with the Royal Bank of Canada (RBC).
“Hailing from Montana myself, I understand that ‘small town feel’ Gary seeks to cultivate with clients,” said Scott Wilson, Chief Operating Officer and Senior Managing Director of Kestra PWS. “We too are committed to building deep client relationships through trust and unmatched support, and through this lens, look forward to empowering WestPeak Private Wealth’s future success.”
About Kestra Private Wealth Services
Kestra Private Wealth Services, LLC (Kestra PWS) is a hybrid registered investment adviser (RIA) supporting fee and transaction-based independent financial professional teams across the nation. Kestra PWS was established by wirehouse veterans with the express purpose of enabling former wirehouse financial professionals to achieve independence and growth. The firm’s platform is composed of an independent RIA in association with Kestra Investment Services, LLC as broker-dealer in order to provide its financial professionals with an open architecture platform and independence across both fee and transaction-based business models. Kestra PWS has helped over 30 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 wealth management 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.
Kestra Financial is the parent company of Kestra Investment Services, LLC (Kestra IS), 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.
The professionals at WestPeak Private Wealth offer securities through Kestra IS, member FINRA/SIPC. Investment advisory services offered through Kestra PWS. WestPeak Private Wealth is a member firm of Kestra PWS, an affiliate of Kestra IS. WestPeak Private Wealth is not affiliated with Kestra IS and its affiliates.
For more information, visit www.kestrafinancial.com.
Contacts
Media:
Gregory FCA for Kestra Private Wealth Services
Jenna Silverblatt, 610-428-3296
kestra@gregoryfca.com
