Realta Wealth (“Realta”), an exclusive independent wealth management firm, announced its inaugural corporate advisory board comprised of experienced and respected wealth management industry leaders to provide the firm’s leadership team with objective insights, expert analysis, informed counsel and relevant support regarding the firm’s strategic direction.
The three-member Realta Wealth Advisory Board will be led by Larry Roth, CPA, JD, Managing Partner of RLR Strategic Partners, as Board Chairman. Members include Joseph Kuo, Chief Executive Officer and Founder of Haven Tower Group LLC, and Mike Zebrowski, Chief Operating Officer at Docupace.
“We’re honored that such a distinguished group of industry heavyweights accepted our invitation to join the Advisory Board,” said Kevin Keefe, CEO of Realta Wealth. “Each is a respected leader and influencer in the wealth management space. Larry has unparalleled experience running and transforming large enterprises and consulting on mergers and acquisitions that have changed the face of the industry. Joe is among the best in the business in integrating communications, marketing and public relations to help firms distinguish themselves in a crowded marketplace and reach their full growth potential and Mike has been at the forefront of the FinTech revolution that is reimagining what is possible in wealth management by creating digital tech solutions and operational efficiencies that elevate the advisor and client experiences. We look forward to gaining insight and guidance from each of them as Realta aggressively evolves to meet the needs of our rapidly changing industry.”
The Advisory Board will assist senior leadership in developing a long-term offering strategy as Realta continues its transformation. The firm was rebranded from CoastalOne on Jan. 2. The Board will also consult on the creation of a differentiated technology stack that offers advisors and their end clients a flexible, highly secure and integrated technology ecosystem. In addition, the Board will provide guidance on a marketing and communications framework to empower advisors to leverage best-in-class capabilities and expert wealth management marketing resources to grow their businesses.
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