Who Is Osaic Wealth?

A financial product is only as strong as the company behind it, so it’s important to work with a company you can trust for the long term. That is why I thought you might appreciate some facts about Osaic Wealth, Inc.

As an independent financial advisor, I chose to partner with Osaic for two reasons. First, because we share the same philosophy; people and their success always come first. Osaic works exclusively with independent representatives like me and this means that I’m not obligated to sell a particular company’s products, and can customize a personalized strategy for your investment needs. I can put your best interests first, and help you build a portfolio that’s tailored to your specific goals. Second, they are one of the largest independent broker dealers with over 11,000 advisors nationwide and over $650B under management.  Previously,   I was part of SagePoint Financial under Advisor Group, but then in 2023 to better serve us, they combined all of the broker dealers under Advisor Group and became Osaic!