Symphony Wealth Group

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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

Familiar Territory: A Small Group Leads the Market HigherIs the market rally broader than it appears? In the latest Mark...
10/16/2026

Familiar Territory: A Small Group Leads the Market Higher

Is the market rally broader than it appears? In the latest Markets in a Minute, Kara Murphy, CIO, KIM, examines why a handful of sectors are driving market gains, what's behind the recent bond market selloff and how higher oil prices could impact inflation, interest rates and investors in the months ahead.

Click here to read the full blog: https://bit.ly/4ecTUbr

Medicare Open Enrollment runs from October 15 to December 7 each year—a defined window to review your coverage and make ...
10/15/2026

Medicare Open Enrollment runs from October 15 to December 7 each year—a defined window to review your coverage and make updates if needed.

This year, some Medicare enrollees may see changes involving prescription drug coverage, provider networks, or out-of-pocket costs. That’s one reason it may be worth taking a closer look before automatically renewing current coverage.
Even a simple review of costs, prescriptions, and provider access can help clarify whether current coverage still fits your needs heading into the new year.

Sources:
bit.ly/46zbWkd, 2026
Centers for Medicare & Medicaid Services, 2024

10/14/2026

What’s something you do to stay healthy?

We asked the SWG team to share one thing they do to support their health, and their answers were simple, practical, and a great reminder that small habits can make a big difference.

Now it’s your turn! 👇

What’s one thing you do to stay healthy?

Share your answer in the comments!

Want to learn more about staying healthy, informed, and prepared for the future?

Join us for our upcoming Health, Wealth & Medicare Event on October 28th from 5-7PM.

âś… Health & wellness insights
âś… Medicare education
âś… Practical information to help you age confidently

RSVP using the link in our bio!

On October 9, we celebrated three years of Symphony Wealth Group, rooted in integrity, genuine relationships, and a comm...
10/14/2026

On October 9, we celebrated three years of Symphony Wealth Group, rooted in integrity, genuine relationships, and a commitment to serving our clients.

To our clients, thank you for your trust. To our team and families, thank you for being part of this journey. And to our partners at Kestra Private Wealth Services and the Kestra Investment Management team, thank you for your continued support and partnership.

Three years together. The best is yet to come.

Retirement planning is about more than just your portfolio. It's about having the health to enjoy the wealth you've work...
10/13/2026

Retirement planning is about more than just your portfolio. It's about having the health to enjoy the wealth you've worked so hard to build.

Join us on October 28 for Health, Wealth & Medicare, featuring Medicare specialist George Shoup and wellness expert Michael Streight. Learn practical strategies for Medicare planning, healthy aging, and financial well-being in retirement.

đź“Ť Apex at Legacy, Plano
⏰ 5:00 PM - 7:00 PM
đź‘Ą Guests are encouraged

RSVP Here: https://bit.ly/3WlxbUp

10/09/2026

Markets entered the third quarter expecting lower rates and a more supportive backdrop for bonds. Instead, stronger growth, higher oil prices, and renewed inflation concerns pushed yields sharply higher while forcing investors to reassess expectations for both stocks and bonds.

Nearly 30 percent of ultra-high-net-worth families have experienced a cyberattack.As your digital footprint grows, your ...
10/07/2026

Nearly 30 percent of ultra-high-net-worth families have experienced a cyberattack.
As your digital footprint grows, your security habits must evolve too. Securing your wealth is about more than just monitoring your portfolio. It is about building a proactive approach that covers your entire digital life.

Small steps like freezing your credit or segmenting your home network can significantly reduce your risk. These high-value habits are easy to implement and provide a stronger layer of defense for your family assets.

It may be time to revisit how your digital security fits into your broader financial strategy.
Reach out to your financial professional today to discuss a comprehensive approach to securing your digital wealth.

Sources:
bit.ly/4j6OJgu, January 23, 2026
bit.ly/4rnTTXK, 2025
bit.ly/4it2TZb, March 18, 2026
bit.ly/4rd0JPL, 2026

October is Breast Cancer Awareness Month.We take this time to honor the strength of those who have faced a diagnosis, su...
10/05/2026

October is Breast Cancer Awareness Month.

We take this time to honor the strength of those who have faced a diagnosis, support those currently going through it, and recognize the families and communities who stand beside them.

Awareness matters. Support matters. Presence matters.

We stand with you.

Consumer sentiment remains near recessionary levels, yet spending continues to hold up surprisingly well. In this week’s...
10/02/2026

Consumer sentiment remains near recessionary levels, yet spending continues to hold up surprisingly well. In this week’s Market in a Minute, Kara explores why consumers say they’re worried while continuing to spend, and how a growing divide between wealth-driven and wage-driven households is reshaping the economy. She also discusses why labor markets and credit trends may matter more than sentiment surveys when evaluating the outlook for consumer spending.

https://bit.ly/4iSANqt

Fall favorites are officially up for debate! 🍂 Swipe through our Fall This or That and tell us your picks in the comment...
10/01/2026

Fall favorites are officially up for debate! 🍂 Swipe through our Fall This or That and tell us your picks in the comments!

Address

5801 Headquarters Drive Suite 100
Plano, TX
75024

Telephone

+12144403081

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