We are a wealth management partner delivering an experience that empowers accomplished advisors to grow on their terms. We’ve cultivated a relationship-driven community with all the capabilities of larger firms, and none of the impersonal bureaucracy or rigidity.

Realta Wealth delivers best-in-breed solutions and bespoke services that together enhance the advisor-client relationship and drive practice growth. 

The success of our advisors and their clients is the best reflection of our own. Because we cater to accomplished financial advisors serving an affluent client base with high expectations, we are all about taking every opportunity to bring value to that relationship. This means being highly selective when it comes to the partners we work with, products we offer, services we provide and solutions we deliver. We set the bar high and are mission-driven to clear it every time. 

This orientation also means we prioritize growth, but we will never pursue it at the expense of delivering an exceptional experience, and real value, to our advisors.

Business Development

Finance

Investment Management

Realta Wealth

Kevin M. Keefe

Matthew Hayes

Craig Merkt

Yanni V. Bousnakis

Mark Helliker

Kenneth Fischer

Julie Houck

Amanda Teeple

Realta Wealth

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