Fueled by Kestra PWS’ industry-leading resources and experience, Salt Lake City-based firm rebrands, opens new location, and adds new managing partner
AUSTIN, Texas–(BUSINESS WIRE)–Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc. (Kestra Financial), recently welcomed Elevated Private Wealth Advisors, a premier wealth management practice whose financial professionals manage approximately $325 million in total assets under management (AUM). Elevated Private Wealth Advisors was one of three new firms to join Kestra PWS between May 1 and July 1, 2020.
Formerly Martucci Adams Wealth Advisors, Elevated Private Wealth Advisors focuses on delivering multigenerational wealth management services and comprehensive business planning solutions. As a key step in the firm’s succession plan, the team onboarded Managing Partner Tyler Bolyard, who brings nine years of diverse experience executing long-term financial planning strategies within the wirehouse setting.
Founded by Managing Partners Craig Martucci and Todd Adams, Elevated Private Wealth Advisors is also supported by Amy Babbel, Senior Operations Manager, and Jenica Daniels, Client Relationship Manager. The firm employs a team-based approach to aid families and business owners with financial planning, asset allocation, investment selection, life insurance, and retirement planning.
“We are delighted that Tyler has chosen to partner with us in breaking away from the wirehouse to help build one of the foremost wealth management firms of the Wasatch Front,” said Martucci. “With Kestra Private Wealth Services’ distinguished reputation for delivering a full-service path to independence, we knew they were the right partner to help take our business to the next level.”
Headquartered in Salt Lake City, the firm has also increased its geographic reach by opening an office in Springville, Utah.
“The expansion of our firm’s national footprint, the addition of a talented and experienced advisor like Tyler, and the rebranding to the Elevated name are indicative of our long-term growth plans and our desire to serve a broader range of clients,” said Adams. “With the help of CEO and Senior Managing Director Rob Bartenstein, COO and Senior Managing Director Scott Wilson, and the rest of the team at Kestra PWS, we were able to accomplish all of this quickly and efficiently while maintaining top-notch service to our clients.”
“Elevated Private Wealth Advisors is committed to realizing its strategic growth plan to ensure business continuity for generations to come,” said Bartenstein. “Our priority is to enable the team to leverage its newfound freedom to reach a more diverse client base by offering comprehensive real estate setup, office equipment, centralized compliance and operations, and cutting-edge technology solutions.”
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 advisor 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 comprised of an independent RIA in association with Kestra Investment Services, LLC as broker-dealer in order to provide wealth management firms with an open architecture platform and independence across both fee and transaction-based business models. Kestra PWS has helped 28 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. offers industry-leading wealth management platforms for independent wealth management professionals nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the advisory industry through superior service, cutting-edge technology, and preeminent resources that every financial professional needs to succeed in the market now and in the years to come.
Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC, 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 Elevated Private Wealth Advisors offer securities through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC (Kestra PWS). Elevated Private Wealth Advisors are member firms of Kestra PWS, an affiliate of Kestra IS. Elevated Private Wealth Advisors are not affiliated with Kestra IS.
For more information, visit www.kestrafinancial.com.
Gregory FCA for Kestra Financial, Inc.
Lindsay Fitzpatrick, 610-228-2127