The private wealth management company CoastalOne, which caters to independent financial professionals, has announced its transition to Realta Wealth (Realta) to better represent the company’s role as a beacon of hope for advisers and customers seeking to achieve their financial objectives.
In keeping with the company’s mission to enable adviser success and improve client results, the name was motivated by the Celtic word for star.
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New designs, a mission statement, a corporate vision, and a refreshed logo are all part of Realta’s new brand platform.
The company will remain owned by Orange Street Holdings.
Kevin M. Keefe, CFA, chief executive officer, Realta Wealth said: “We are excited to unveil our new brand to existing affiliated advisers and the broader wealth management marketplace. After months of research and deliberation, we knew Realta was the right name for us at the right time for our organisation. We are a firm with a distinguished history that is aggressively evolving to meet the needs of an industry that continues to change at a rapid pace. From the move to fee-based advisory business to the mainstreaming of alternative investments to the higher service expectations of both advisers and clients, change is something that will be part of the wealth management landscape for the foreseeable future. While change can often be disorienting, we see Realta as the North Star that can best guide advisers and their clients on the journey to financial success.”
Innovative methods to adviser success
Realta’s objective is to equip independent advisers with the tools they need to attract and service upscale and high net worth clients, with the goal of being the go-to business for discriminating advisers looking for tailored wealth solutions.
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By GlobalDataRealta’s primary goal is to support the expansion of the businesses of its current advisers, but it also actively searches the market for chances to carefully choose new advisers and practices that complement the company’s principles and culture.
Ryan Hanks, chair of Orange Street Holdings, added: “The past year has been an incredible one for the firm and we see that momentum only picking up steam as we begin the next chapter of our story as Realta. We are committed to investing in the people, systems, and relationships to create a platform that will truly be the destination of choice for discerning independent advisers and their clients. Kevin and his team have done a terrific job positioning Realta for great things to come.”
