Kestrel Wealth Management, LLC

Eric Koselak is a financial advisor with Kestrel Wealth Management, LLC, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. He has been with Kestrel Wealth Management since 2010. Kestrel Wealth Management serves individual clients, trusts, estates, small businesses, and charities, providing discretionary asset management and financial planning. The firm combines fundamental and cyclical analysis in an active management approach, including strategies such as rebalancing, tax-loss harvesting, and the use of derivatives, while maintaining policies to mitigate conflicts of interest.

Ryan Koselak is a CFP® and holds a Series 65 license with one year of industry experience. He is currently with Kestrel Wealth Management, LLC and has previously worked at Advyzon, Grand Wealth Management, and Brookstone Capital Management. Before entering the financial advisory field, he spent seven years working at Juday Creek Golf Course. Kestrel Wealth Management serves individual clients, trusts, estates, small businesses, and charities, providing discretionary asset management and financial planning. The firm employs a combination of fundamental and cyclical analysis with active portfolio management techniques and does not utilize wrap programs or external sub-advisors.