Affidare Private Wealth Management, a financial services firm based in Auburn Hills, Mich., that serves high-net-worth individuals, has joined the network of firms associated with Kestra Private Wealth Services, an RIA subsidiary of Kestra Financial based in Austin, Texas.
Affidaré Private Wealth Management is led by founder John Perillo and specializes in serving high-net-worth individuals, families, and retired executives. The Affidaré Private Wealth Management team serves 25 households and oversees $150 million in assets.
Perillo began his career at The Ayco Company, a wholly owned subsidiary of Goldman Sachs, where he provided financial planning, estate planning and income tax planning services to corporate executives for 18 years before joining UBS for 12 years and then establishing his own firm and joining the Kestra Private Wealth Services network.
“After spending 30 years building trust through meaningful relationships, independence felt like a natural transition for me and the clients I serve,” Perillo said in a statement. “Through the freedom and host of resources provided by Kestra Private Wealth Services, I have the ability to continue to offer high-touch service, while also collaborating with a network of like-minded individuals to create the best possible outcomes for clients.”
Affidaré Private Wealth Management is Kestra Private Wealth Services’ third affiliation in the Detroit metropolitan area along with OWL Private Wealth Advisors and Polaris Private Wealth.