Featured on PWS On The Fly: The Leap That Changed Our Business & Our Lives

We're honored to be featured on a recent episode of Kestra Private Wealth Services' PWS On The Fly podcast, where Symphony Wealth Group partners Josh Smith, Lee Swinford, and Amber Andregg share the story behind launching SWG and the journey that has followed.

In the episode, our partners discuss the decision to pursue independence, the challenges and opportunities that came with building a firm from the ground up, and the lessons learned along the way. What began as a vision to create a better experience for clients and a stronger culture for team members has grown into a thriving firm dedicated to helping individuals and families pursue their financial goals with confidence.

The conversation explores the importance of leadership, culture, client relationships, and intentional growth. More importantly, it highlights the impact of building a business centered on people, not just performance.

As we reflect on our journey, we're reminded that success is never achieved alone. A significant part of our story has been the partnership and support we've received from Kestra Private Wealth Services. Their resources, guidance, and commitment to advisor success helped provide the foundation and confidence needed to take this leap.

We are especially grateful to Rob Bartenstein and Scott Wilson, along with the entire KPWS team, for their leadership, partnership, and unwavering support throughout the years. Their dedication to helping advisors build strong, sustainable businesses has played an important role in our firm's continued growth and success. We would also like to thank the PWS On The Fly team for the opportunity to share our story and reflect on the journey that has shaped Symphony Wealth Group into what it is today.

Whether you're an advisor considering independence, a business owner navigating growth, or simply interested in the entrepreneurial journey, we hope you'll enjoy the conversation and the insights shared throughout the episode.

Listen to the full podcast here!