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

⭐ Tuesday Testimonial ⭐Life’s biggest transitions often come with financial uncertainty—but with the right guidance, the...
06/02/2026

⭐ Tuesday Testimonial ⭐

Life’s biggest transitions often come with financial uncertainty—but with the right guidance, they can also become powerful turning points. We’re honored to support clients through complex moments like divorce, career changes, and new beginnings—helping bring clarity, confidence, and a plan for what’s next.

This kind of long-term partnership—built on listening, advocacy, and thoughtful strategy—is what truly makes a difference over time.

A new savings and investing option for children is set to launch in 2026 — and many families are starting to ask questio...
06/01/2026

A new savings and investing option for children is set to launch in 2026 — and many families are starting to ask questions about what it could mean for long-term planning.

Trump Accounts are designed to encourage early investing and long-term wealth building for future generations through a retirement-style account for kids.

While details are still unfolding, these accounts may create new opportunities for:
• Tax-advantaged growth
• Generational wealth planning
• Early investing for children and grandchildren

Swipe through for a quick overview of how the accounts are expected to work.

As always, financial decisions should be evaluated within the context of your overall plan and goals.



Championship teams aren’t built on highlights alone, and neither are portfolios. The parts that get the least attention ...
05/29/2026

Championship teams aren’t built on highlights alone, and neither are portfolios. The parts that get the least attention often matter the most when conditions get tough. In this week’s Markets in a Minute, KIM Investment Analyst Ryan Chang explains why bonds are an essential piece of a title-winning portfolio.
https://bit.ly/4u1WzKh

Where has SWG been?Our Managing Partners and Founders, Amber Andregg and Lee Swinford were invited by our partners at Ke...
05/28/2026

Where has SWG been?

Our Managing Partners and Founders, Amber Andregg and Lee Swinford were invited by our partners at Kestra Private Wealth Services to the Bahamas for a Circle of Excellence retreat 🌴

A few strategy conversations… a little time in the water… and yes, even a swim with the locals 🐖🌊

Grateful for partners who know how to build and celebrate at the highest level.

Markets & Margaritas is officially on the calendar 🍋🍹Join Symphony Wealth Group & L2 Asset Management for an evening of ...
05/27/2026

Markets & Margaritas is officially on the calendar 🍋🍹

Join Symphony Wealth Group & L2 Asset Management for an evening of conversation, connection, fajitas, and margaritas at Apex at Legacy.

📍 Apex at Legacy – 7th Floor
📅 Thursday, June 11th (5:00PM - 7:00PM)

Event Timeline:

5:00 PM: Doors Open
5:00–6:00 PM: Fajitas & Margaritas
6:00 PM: Market Conversation with L2 Asset Management
7:00 PM: Event Concludes

The evening’s discussion will include topics such as:

• Behavioral Investing
• Stock Valuation
• The Growing Impact of AI on Markets & Investing

We’ll kick off the evening with fajitas, margaritas, and time to connect before diving into a relaxed and engaging market conversation with the L2 team.

We’d love to see you there!

RSVP Here: https://bit.ly/4tRkTP0

⭐Tuesday Testimonial ⭐At SWG, our goal is simple: give our clients the clarity and confidence to feel at ease about thei...
05/26/2026

⭐Tuesday Testimonial ⭐

At SWG, our goal is simple: give our clients the clarity and confidence to feel at ease about their financial future.

Because when you have a true “Personal CFO,” peace of mind follows.

Happy Memorial Day from Symphony Wealth Group. Today we honor and remember the brave men and women who gave their lives ...
05/25/2026

Happy Memorial Day from Symphony Wealth Group. Today we honor and remember the brave men and women who gave their lives for our freedom. Their courage and sacrifice will never be forgotten. 💙

A memorable experience at the 2026 CJ Cup Byron Nelson ⛳️Our Founder & Managing Partner, Josh Smith, had the opportunity...
05/23/2026

A memorable experience at the 2026 CJ Cup Byron Nelson ⛳️

Our Founder & Managing Partner, Josh Smith, had the opportunity to play alongside Steven Fisk and Pontus Nyholm at TPC Craig Ranch during a memorable week of golf, connection, and competition.

Thank you to The CJ Cup Byron Nelson and TPC Craig Ranch for hosting such an incredible event and for the hospitality throughout the week.

CJ Cup Byron Nelson Fans & Tickets Marketplace
TPC
TPC Craig Ranch

Our partners were honored to attend Kestra’s Circle of Excellence trip in the Bahamas, recognizing top advisory firms ac...
05/22/2026

Our partners were honored to attend Kestra’s Circle of Excellence trip in the Bahamas, recognizing top advisory firms across the network.

Beyond the destination, what makes partnering with Kestra so valuable is the foundation behind it — strong leadership, world-class investment solutions, scalable technology, and a collaborative community of advisors committed to growth and excellence.

Just as important is the independence it provides. The ability to run our practice in a way that best serves our clients, while having the support, resources, and relationships of a respected national platform behind us.

We’re proud to be part of the Kestra Private Wealth Services community and grateful for the partnership, collaboration, and shared commitment to serving clients well.

Kestra Financial
Kestra Private Wealth Services

05/22/2026

After more than a decade of U.S. leadership, international markets are making a powerful case as a complement to portfolios. With attractive valuations and earnings growth trending positively, the case for looking beyond the U.S. is getting harder to ignore. In this week’s Money with Murphy, Kara explains how leadership often rotates when many don’t realize it’s happening.

https://youtu.be/4TTs9pBax58

Address

5801 Headquarters Drive Suite 100
Plano, TX
75024

Telephone

+12144403081

Website

Alerts

Be the first to know and let us send you an email when Symphony Wealth Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Symphony Wealth Group:

Shortcuts

Share

Category