Watermark Wealth Strategies, a wealth management practice based in Scottsdale, Ariz., has joined Kestra Financial Inc., Kestra announced Tuesday.
Watermark Wealth Strategies was founded in 2009 and its 10 advisors handle $700 million in assets. The firm focuses on retirement and pre-retirement issues, as well as wealth management.
This is the latest in the rapid growth of Kestra, an independent advisor platform located in Austin, Texas, that was broken off from NFP last summer.