Kestra Private Wealth Services Welcomes $442 Million Mooshi Wealth Planning & Management
Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc., today announced the addition of Mooshi Wealth Planning & Management to its platform.
Located in Novi, Michigan, Mooshi Wealth Planning & Management was founded by Managing Director and Wealth Advisor Joseph Mooshi. Prior to starting Mooshi Wealth Planning & Management, Joseph managed $440 million in client assets at his former firm.
With the support of Kestra PWS, Mooshi, a 17-year veteran of the financial services industry, will cultivate an elevated client experience for individuals, business owners, and their families through personalized wealth planning strategies and asset management support that aligns with their financial and personal goals.
"Kestra PWS and its leadership demonstrate the same desire to deliver a best-in-class client experience for their advisors, as I do for my clients," said Mooshi. "Joining Kestra PWS will better enable me to help individuals, business owners and their families reach their financial goals and I look forward to leveraging the firm's resources and expertise to enhance my clients' financial lives."
Kestra PWS will provide Mooshi Wealth Planning & Management with the necessary wealth planning technology, tools, and resources to support the firm's clients across all stages of life.
"We are thrilled at the opportunity to support Mooshi Wealth Planning & Management in its mission to produce excellent outcomes for clients," said Rob Bartenstein, Senior Managing Director and CEO of Kestra PWS. "Joseph is exemplary of the high-caliber talent we currently work with and continually seek to add to our community of like-minded advisors."
Mooshi Wealth Planning & Management is located at 39555 Orchard Hill Place, Suite 600, Novi, Michigan, 48375.
About Kestra Private Wealth Services, LLC
Kestra Private Wealth Services, LLC (Kestra PWS) is a hybrid registered investment advisor (RIA) headquartered in Austin, Texas supporting independent financial professional teams across the nation. Founded by industry veterans, Kestra PWS empowers advisors to transition seamlessly from wirehouses and W-2 roles to independent businesses. The firm's platform is composed of its independent RIA and affiliated broker-dealer, which provide financial professionals with an open-architecture platform and independence across both fee- and transaction-based business models. The firm's comprehensive support covers every detail of transition, from office setup to compliance, freeing advisors to focus on serving clients and growing their wealth management businesses.
For more information, visit www.kestrafinancial.com/private-wealth-services.
Kestra Financial, Inc. (Kestra Financial) provides a leading independent advisor platform that empowers independent financial professionals to prosper, grow, and provide superior client service. Kestra Financial offers advisors and firms personalized support, integrated business management technology, and access to a collaborative community of like-minded financial professionals, ultimately enabling their growth, success, and ability to best support their own clients.
Kestra Financial is the parent company of Kestra Investment Services, member FINRA/SIPC, and also of Kestra Advisory Services, LLC; Kestra PWS; and Kestra Institutional Services, LLC, all federally registered investment advisers.
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