Austin, Texas-based Kestra Private Wealth Services announced yesterday the addition of a South Georgia financial advisor managing more than $134 million in client assets.
Waycross, Ga.-based BYRT Financial Advisors, led by managing partner Matthew Tuten, joins Kestra from Avantax. Joining Tuten is wealth management partner Adam Tolle and eight additional employees BYRT also has offices in Alma and Homerville, Georgia.
“Our client relationships are founded on the principles of loyalty and community, which we hold in high regard as a South Georgia-based firm with a respect for Southern values,” said Tuten in released comments. “Our founders Chip Beal and James Rivers built an incredible business, and because we want this firm to be around 100 years from now, we’re excited to bring it multigenerational. With the added support of Kestra PWS, we are strategically positioned to create a more sustainable business, grow our team of advisors, carry out acquisitions of smaller firms, and better serve existing and future clients.”
BYRT specializes in retirement, estate and tax planning, according to the announcement, and joins Kestra for its technology and service support.