Kestra PWS Unveils Timeless Private Wealth
Kestra Private Wealth Services (Kestra PWS) has announced that Jordan Cantrell has joined the firm and launched Timeless Private Wealth, an independent advisory practice based in North Carolina and serving clients across the Southeast.
At Timeless Private Wealth, Cantrell is building a virtual family office centered on comprehensive financial planning, coordinating all aspects of a client’s financial life through a single, personalized approach.
Cantrell’s advisory work is shaped by the moments when financial decisions intersect most closely with personal change, such as sudden wealth events, transitions following divorce or widowhood, business owners preparing for exits, and clients entering a “rewirement”— a term coined by Modern Elder, meant to describe an intentional shift toward work-optional living rather than traditional retirement.
“Jordan’s thoughtful, client-first philosophy and clear long-term vision for her business exemplify the kind of entrepreneurial leadership we are proud to support at Kestra Private Wealth Services,” said Rob Bartenstein, co-founder and president of Kestra PWS. “Her focus on guiding clients through life’s most meaningful transitions, combined with her commitment to building a deeply personalized service model, makes her an exceptional addition to our community.”
“Choosing independence was a deliberate and values-driven decision,” said Cantrell. “I wanted the freedom to communicate more creatively, deepen relationships, and build a true virtual family office that delivers an elevated experience for the families I serve. Kestra Private Wealth Services stood out for its people, culture, and commitment to helping advisors grow with intention.”
Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with nearly a decade of experience and a passion for telling stories and reporting news. She is originally from Queens, New York, but now resides in Denver, Colorado.