June 13, 2024
AUSTIN, Texas–(BUSINESS WIRE)–Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc., today announced the addition of the financial professional team at Attain Wealth Partners to its platform. The firm’s personnel offer clients tailored solutions from wealth and investment management to retirement.
Based in Zanesville, Ohio, Attain Wealth Partners is joining Kestra PWS with co-founders Shakir Kaka and David Weinberg at the helm, bringing over 40 years of expertise to the wealth management space. Joining the two is a tenured team of 5, including wealth advisors Bridget Tetak, CFP ®, Ross Weinberg, Sierra Brown, Nazneen Kaka, and administrative partner Anissa Judd.
Overseeing $500 million in client assets, the team specializes in portfolio management, retirement strategies, risk management, estate strategies, supporting ultra-high-net-worth individuals and more. Attain offers a high-touch client approach with tailored services to help clients achieve their long-term financial goals.
