Kestra Private Wealth Services says OWL Private Wealth Advisors has joined the platform.
Bloomfield Hills, Mich.-based OWL is led by managing partners Jeffrey Smith and Brian Thomas, who have a combined 40 years of experience in the financial and advisory services, Kestra says.
Kestra PWS, a hybrid RIA subsidiary of Kestra Financial, says OWL oversees around $120 million in client assets.
OWL provides holistic financial planning and goals-based wealth management services for multi-generational families and individuals. The firm specializes in goals-based planning, investment management, insurance planning, and corporate and individual retirement consulting, Kestra says.
“In our pursuit of independence, we sought a partner who could empower us to deliver the best experience for our clients. We ultimately chose Kestra PWS for their best-of-breed technology and human capital,” Smith says in a statement.
“After an extensive search, Kestra PWS emerged as the frontrunner due to their industry-leading technology integration and high-caliber service that will enable us to focus on our clients as the top priority,” Thomas adds.
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