March 1st, 2022
Prevail Innovative Wealth Strategies Launches Private Client Group
Bryan Farwell joined Prevail Strategies at the start of 2022 as Director of the newly formed Private Client Group (PCG). A division within the organization focused on serving the unique needs of the affluent, business owners, and high-net-worth families. Prevail’s PCG will focus on leveraging the organization’s established custom investment strategies, asset protection, and tax-efficient wealth creation solutions while adding direct private investment opportunities sourced for members of The Private Client Group.
Jonathan Staton J.D. L.LM, CFA, CFP, CTFA has recently been added to Prevail’s Private Client Group team as the Manager of Advanced Planning. Jonathan’s background as a Trust Attorney and Officer brings significant experience in family governance, legal, estate, and tax strategies, which are all areas of focus for the new division. The division will also provide guidance on liquidity and exit design solutions for all phases of our client’s different life and business cycles.
“We are very excited about the addition of Bryan and Jonathan to the team. What excites me most about the launch of the Private Client Group at Prevail is the cascading effect it will have to all clients and Advisors within the Prevail family,” said Kerry Lawing, CEO. “The demands of delivering on this level of service and the sophistication of professionals required to offer private curated strategies to clients raise our game and enhances our client experience.”
Prevail Innovated Wealth Strategies was founded when Kerry Lawing sold Lawing Financial in 2017. Kerry, along with a hand-picked team from the previous organization had a vision to disrupt the financial services industry. Since then, the team has launched Prevail Innovative Wealth Advisors, a Registered Investment Advisor, focused on delivering custom-built strategic investment portfolios, and Prevail Innovative Real Estate Opportunities, a division focused on private off-market real estate investments for clients.
“What I love about Prevail, is the opportunity to incorporate the firms’ Financial Board of Directors and tremendous client resources into each meeting. By offering this level of structure, focus, and commitment to our valued clients, we are intentionally setting Prevail apart as an overall organization. We are passionate about helping clients create wealth and take control of their financial future,” Bryan Farwell, Director of the Private Client Group said.
Prevail’s headquarters is in Leawood, Kansas, the epicenter of financial services, and has carved a niche by delivering a boutique experience to clients while offering services, strategies, and opportunities normally monopolized by mega-firms.
Listed as one of the 50 fastest-growing companies in Kansas City by the KCBJ in 2021, Prevail has significant plans to continue its growth trajectory in 2022 and beyond by staying client-centric, innovative, and focused on the fiduciary needs of clients.