Kestra PWS: Father-Son Team Joins Platform
- Kestra Private Wealth Services (Kestra PWS), a subsidiary of Kestra Financial, Inc., has added Turas Wealth Partners to its platform.
- Turas Wealth Partners was established to prioritize clients by offering personalized financial planning and wealth management services.
- Kestra PWS provides Turas with technology, compliance solutions, and back-office support.
Turas Wealth Partners, a father-son team based in Worthington, Ohio, has joined Kestra PWS, significantly broadening it’s wealth management reach. The firm, led by John and Shea Marmion, brings over six decades of combined industry insight to the Kestra platform, enhancing its client-focused approach. Kestra PWS empowers Turas wiht cutting-edge technology and robust compliance solutions, bolstering their capacity to deliver premier wealth management services. This partnership provides the financial advisors at Turas access to advanced infrastructure, enabling them to optimize their services for their clients. The move signals Kestra PWS’s commitment to evolving independent financial advisory services. News Directory 3 is watching how this strengthens Kestra. Discover what’s next as Turas wealth Partners leverages Kestra’s resources to expand in the Ohio region.
Turas Wealth Partners Joins Kestra PWS Platform
Kestra Private Wealth Services (Kestra PWS), a subsidiary of Kestra Financial, Inc., has added Turas Wealth Partners to its platform. The wealth management firm is based in Worthington, Ohio, and led by John and Shea Marmion.
Turas Wealth Partners was established to prioritize clients by offering personalized financial planning and wealth management services. The Marmions bring over 60 years of combined experience to Kestra’s network.
Kestra PWS provides Turas with technology, compliance solutions, and back-office support. The platform supports both fee- and transaction-based business models, offering flexibility for independent advisors seeking wealth management solutions.
Kestra PWS, headquartered in austin, Texas, supports over 125 financial professionals across more than 50 offices nationwide. It assists advisors transitioning to independent businesses.
What’s next
Turas Wealth Partners aims to leverage Kestra PWS’s resources to enhance its client-first approach to wealth management and expand its services in the Ohio region.