Our Affiliation With Osaic FA
We always reserve the right to evaluate our back-office operations affiliation to best serve our clients. We are independently affiliated with Osaic FA and its affiliates – a Fortune 500 financial services company that offers a broad range of financial products and services. Osaic is one of the nation’s largest providers of wealth management solutions and home to a diverse, service-driven community of professionals who believe that planning for the future should be transformative, not transactional. Our affiliation with Osaic FA provides depth, stability and significant resources to our practice and clients.
We utilize a team approach - anchored by our highly skilled advisors, who are responsible for managing all pertinent aspects of financial planning. Additional support is obtained, when necessary, from Osaic FA’s local and national teams that consist of industry specialists who have strong technical backgrounds in all areas of financial planning. This business model allows our practice a high degree of autonomy so that we can focus solely on assisting our clients in helping meet their financial goals.
Abundant intellectual capital is one of Osaic FA’s greatest strengths. Osaic FA’s resources are managed nationally but deployed regionally and locally. Because Osaic FA provides a deep level of expertise and resources, our practice receives consistent, high quality functional support that enables us - and ultimately you - to receive the very best thinking our practice has to offer.
Some needs are solved with financial products. Objectivity is the key to our process. Our open architecture platform gives our financial advisors access to the universe of competitive and appropriate products. Our "best of breed" approach gives access to insurance from highly rated companies, investments from top private money managers, thousands of mutual funds managers, exchange traded funds, individual issue stocks, bonds, TIPS, public and private REITs, hedge fund of funds, private equity and credit funds, and an abundant amount of fixed and variable annuity contracts.
In giving our clients, the best possible objective advice to create, preserve, and protect their wealth, we believe the partner of choice for us is Osaic FA.