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Our Partners

As an independent Wealth Empowerment Firm, We are able to provide you with custom financial advice and a set of best-fit, investment solutions designed to help you achieve your goals. We are not obligated to promote any particular products, proprietary offerings or make referrals for other services. That means you can feel confident knowing that the recommendations we provide to you are based on your unique needs.

However, independence doesn’t mean that we are alone. In fact, there’s a highly symbiotic relationship operating quietly, efficiently and seamlessly in the background that makes certain we can provide for all your financial needs — now and in the future

Client Centered

Kestra Financial is comprised of two affiliates: Kestra Advisory Services, A registered Investment Advisor (RIA), and Kestra Investment Services, A Broker-Dealer. An RIA is responsible for providing investment advice and acting as a Fiduciary in financial matters. A Broker-Dealer supports Independent Financial Advisors by facilitating trades according to a client's instructions. 

We choose to partner with Kestra Financial, becasue they provide the necessary technology platforms, infrastructure and compliance support that independent financial advisors need to facilitate investments, transactions and processing on behalf of their clients. That relationship provides Well-Traveled Wealth with daily access to top subject-matter experts and service providers across a wide range of financial products and services.

Ash Brokerage is an insurance Brokerage General Agency (BGA). They work with financial professionals who are licensed to sell insurance, such as wealth managers, financial planners, and registered investment advisors. Ash Brokerage manages the pre-sale and application process, leveraging their relationships with insurance companies in order to find the product that best fits your needs. Ash Brokerage represents more than 80 top-rated carriers, rather than just one. Each carrier has products with unique options and niches. We work with Ash Brokerage to find the solution that is best for you.