Symphony Wealth Group

Symphony Wealth Group Symphony Wealth Group helps orchestrate your financial life. Symphony Wealth Group is not affiliated with Kestra IS or KPWS.

We provide personalized financial planning and wealth management, creating custom, strategic plans by getting to know your needs, wants, and long-term goals—bringing everything into harmony. Investment advisory services offered through Kestra Private Wealth Services, LLC (KPWS), an affiliate of Kestra IS. This profile is published for residents of the United States only. Registered Representatives

of Kestra IS and Investment Advisor Representatives of KPWS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all products and services referenced are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872). Investor Disclosures-www.kestrafinancial.com/disclosures

Small-cap stocks have quietly outperformed large caps this year, supported by improving earnings expectations, attractiv...
06/26/2026

Small-cap stocks have quietly outperformed large caps this year, supported by improving earnings expectations, attractive valuations, and signs of stronger domestic growth. While the backdrop is becoming more supportive, important challenges remain, including margin pressure, uneven small-business activity, and concentrated market leadership. In this week's Markets in a Minute, Kara explores whether the recent small-cap rally marks the beginning of a lasting leadership shift or simply another temporary rotation.

https://bit.ly/3QBs8wQ

06/25/2026

Every advisor has a story, and we’re excited to share a glimpse of Breanne Polonia's, AAMS®, CDFA®.

In this clip from PWS On The Fly, Breanne discusses her professional journey, how she built her career, and the vision she has for helping clients navigate important financial decisions.

A special thank you to Kestra Private Wealth Services, Rob Bartenstein, and Scott Wilson for the opportunity to be part of this conversation and for continuing to provide a platform for meaningful industry discussions.

We’re proud to have Breanne on the Symphony Wealth Group team and look forward to sharing more from this great conversation.

Click the link below—or visit the link in our bio—to watch the full podcast.

https://youtu.be/jyYrrPetg7A?si=K-1bMUvHxU9jtVzo

Retirement is about more than leaving work behind.Many people spend years preparing financially for retirement, but the ...
06/23/2026

Retirement is about more than leaving work behind.

Many people spend years preparing financially for retirement, but the lifestyle adjustments can be just as significant. From finding a new routine to navigating changes in spending, relationships, and purpose, the first year often brings surprises that no one talks about.

Swipe through to see some of the most common experiences retirees share after making the transition.

Thinking about retirement or already navigating it? We’d love to help you prepare for both the financial and personal side of the journey.

This Father’s Day, we honor the leadership, strength, and support that fathers and father figures bring to our communiti...
06/21/2026

This Father’s Day, we honor the leadership, strength, and support that fathers and father figures bring to our communities and workplaces.

Thank you for everything you do—today and every day. 💙

06/19/2026

No one likes paying taxes, but that check to the IRS is often a sign your investments are doing exactly what they’re supposed to. In today’s increasingly concentrated market environment, avoiding taxes can come at the cost of taking on unintended risks. In this week’s Money with Murphy, Kara reframes how to think about capital gains and why disciplined portfolio management matters more than tax avoidance.
https://youtu.be/kVpykdipQgs

Last week, we had the opportunity to host Markets & Margaritas alongside L2 Asset Management, an offering on our Kestra ...
06/18/2026

Last week, we had the opportunity to host Markets & Margaritas alongside L2 Asset Management, an offering on our Kestra Investment Platform, bringing together great conversations, fresh market perspectives, and even better company.

One question we often get is: What’s the best part of partnering with L2 Asset Management?

From their disciplined investment approach to their commitment to helping advisors and clients navigate today’s markets, their team brings valuable insight and perspective to every conversation.

Thank you to everyone who joined us for the event, and a special thank you to the L2 Asset Management team for traveling to Texas to share their expertise and lead an engaging discussion on the markets and investing. We are grateful for the time, insight, and perspective they brought to the conversation.

We were proud to sponsor a hole at the 19th Annual Joycie Turner Scholarship Foundation Golf Tournament last Friday, Jun...
06/17/2026

We were proud to sponsor a hole at the 19th Annual Joycie Turner Scholarship Foundation Golf Tournament last Friday, June 12th, at The Courses at Watters Creek in Plano, TX. ⛳

Hosted by the Collin County Economic Development Corporation, this annual event brings the community together for a great day on the course—all while supporting an incredible cause. Proceeds from the tournament provide scholarships to underserved high school seniors across Collin County, helping open doors to higher education and future success.

A few members of our team had the chance to attend and represent us on the course, and we’re honored to support an organization making a meaningful impact in our community.

Thank you to the organizers, volunteers, and everyone involved in making this event a success — we’re proud to be part of it!

⭐ Tuesday Testimonial ⭐There’s nothing more meaningful than earning a client’s trust over decades. Relationships like th...
06/16/2026

⭐ Tuesday Testimonial ⭐

There’s nothing more meaningful than earning a client’s trust over decades. Relationships like this are built on honesty, consistency, and always putting our clients’ best interests first.

We’re incredibly grateful for the opportunity to walk alongside our clients—not just for the big decisions, but for every chapter along the way.

Passive investing has gained popularity by keeping costs low and capturing most of the market’s return. It’s an advantag...
06/12/2026

Passive investing has gained popularity by keeping costs low and capturing most of the market’s return. It’s an advantage that has set a high bar for active managers. But a new form of active management is emerging, and in this week’s Markets in a Minute, KIM Portfolio Manager Michael Humbert explains why active management is becoming an increasingly important complement in portfolios.
https://bit.ly/4gcoPGF

⭐ Tuesday Testimonial ⭐Providing clarity and confidence is at the heart of what we do. By breaking down complex financia...
06/09/2026

⭐ Tuesday Testimonial ⭐

Providing clarity and confidence is at the heart of what we do. By breaking down complex financial decisions into understandable steps, we help our clients move forward with purpose and a clear plan for what’s ahead.

Address

5801 Headquarters Drive Suite 100
Plano, TX
75024

Telephone

+12144403081

Website

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