Realta Wealth

#RealtaWealth continues to expand its leadership team and has named Abbey Eastham its Head of Advisor Relations, a new dedicated executive role for the firm. She will foster and enhance the relationship between Realta and its growing network of elite independent #financialadvisors. “As a firm, we are delivering the essential benefits of being truly independent to our affiliated advisors, and to do this consistently, we need to listen and build trust by acting on their feedback,” said Kevin M. Keefe, CFA Keefe, CEO of Realta. “Abbey is the right person to deepen advisor relationships as Realta continues our journey of driving organic growth and expanding the number of independent advisors we serve.” She joins from Cetera Financial Group. Learn more at https://lnkd.in/gBvbHiaq #GuidingStar #FinancialServices #wealthmanagement

Check out Leo Almazora's article in InvestmentNews about Abbey Eastham joining Realta Wealth as Head of Advisor Relations. "Realta Wealth is bolstering its commitment to support independent advisors with the latest addition to its leadership team," Leo wrote. Abbey, who joins from Cetera Financial Group, will report to Realta CEO Kevin M. Keefe, CFA Keefe and strengthen the firm’s connections with its network of independent financial advisors.   Read more at https://lnkd.in/gqx3A7K8. #NorthStar #WealthManagement #FinancialPlanning #FinancialServices #FinancialAdvisors

#RealtaWealth was excited to participate in the ADISA 2024 Annual Conference and Trade Show in Las Vegas. We were thrilled to see CEO Kevin M. Keefe, CFA as he joined Advisory Board member Larry Roth CPA, JD in a session on the potential benefits of #alternativeinvestments, how smaller RIAs and IBDs can level the playing field and the role of #technology in the #wealthmanagement industry. Thanks, ADISA, for having us! #TrueNorth #WealthManagement #FinancialAdvisors #FinancialServices

#RealtaWealth is excited to announce Paul Tyler has joined as Senior Vice President, Director of Business Development, to spearhead the firm’s national recruiting efforts. He joins from Ameriprise Financial Services, LLC Services. “Paul has the experience and talent to take our recruiting efforts to the next level,” said Kevin M. Keefe, CFA, Realta’s CEO. “His track record of recruiting success and really understanding what elite #financialadvisors want, make him the perfect choice for this position.” Realta Wealth launched our new brand in January of 2024 to reflect the firm’s position as a guiding light to help accomplished independent advisors reach their full potential. Read more about Paul at https://lnkd.in/g-inwGpX #GuidingStar #FinancialServices #WealthManagement

#RealtaWealth’s first National Conference under our new brand delivered so much more than inspiring keynotes, educational sessions and networking opportunities. It was an opportunity to showcase new strategic partners and the solutions they provide to help affiliated #FinancialAdvisors grow their businesses and run more efficient and profitable practices. Andrew Barnum, CAIA of iCapital joined our San Diego event to share how the global fintech platform is helping Realta’s advisors meet the growing demand for diversified #investments including private credit, private equity, and hedge funds. “This partnership strengthens Realta’s value proposition and helps our advisors deliver a broader range of unique investments to meet the growing client demand for private market solutions,” says Realta CEO Kevin M. Keefe, CFA. #TrueNorth #WealthManagement #FinancialServices #Investing

Among the new partnerships we spotlighted at #RealtaWealth’s recent 2024 National Conference was our relationship with Crump Life Insurance Services, a leading full-service brokerage general agency. Together, we are offering affiliated advisors access to robust individual life, long-term care (LTC), disability and #annuities in addition to existing employee benefits and property and casualty services. Chrissy Brockland, CLU® of Crump joined our San Diego event to share how our partnership will enable Realta to deliver an unparalleled level of service to valued clients. “With Crump’s exceptional support, we’re empowering affiliated advisors to offer an even broader range of products and it further solidifies Realta’s position as a comprehensive and bespoke independent solutions provider for accomplished independent advisors,” said Realta CEO Kevin M. Keefe, CFA. #TrueNorth #WealthManagement #FinancialServices #Insurance

We were thrilled to have Jon Zavelovich of Envestnet, Inc join #RealtaWealth’s 2024 National Conference in San Diego in July. Not only was the event our first national gathering for affiliated #financialadvisors under our new brand, but it was also an opportunity to showcase our amazing strategic partners. “Envestnet’s investment advisory platform supports advisors in their pursuit of growth and profitability by providing the exceptional tools and solutions necessary to reach those goals,” said Kevin M. Keefe, CFA, Realta’s CEO. “Realta is committed to excellence and we are driven by the support of innovative partners like Envestnet.” #TrueNorth #WealthManagement #FinancialServices #Investing

#RealtaWealth is always looking for the best solutions and services for its affiliated #financialadvisors, it’s why we consider ourselves a guiding star in offering independent advisors solutions that will help them best serve their clients. We recently announced a new partnership with BNY Pershing, a division of BNY, to provide a clearing and custody platform for our advisors and their clients. So grateful to have Larry Gratch of BNY Pershing join our 2024 National Conference in San Diego recently to share more about how our partnership will help our advisors achieve growth, efficiency, and profitability. “We are committed to having a clearing and custody firm that provides the best possible service, tools, and solutions available for affiliated advisors, their support staff and their clients,” said Kevin M. Keefe, CFA, Realta’s CEO. “We believe Pershing is that partner.” #TrueNorth #WealthManagement #FinancialServices #Investing

That’s a wrap! On behalf of CEO Kevin M. Keefe, CFA and our leadership team, we would like to thank everyone who joined us for Realta Wealth’s National Conference 2024.   It was an incredible event filled with amazing speakers, insightful breakout sessions and seemingly endless networking opportunities. We hope everyone enjoyed the past few days and can’t wait to see everyone next year!    #RealtaWealth #RealtaNationalConference #FinancialAdvisors #WealthManagement 

As we head toward the close of this year's conference, we’d like to thank Realta Wealth’s incredible financial advisors, home office team members, keynote speakers, panelists, strategic partners and sponsors.   You made this year’s event such a resounding success and we could not have done it without all of you.     We hope you depart The Westin Gaslamp Quarter with fresh insights about the wealth management industry and full of excitement for the future of Realta Wealth!    #RealtaWealth #RealtaNationalConference #FinancialAdvisors #WealthManagement