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Osaic Wealth, Inc

Osaic Wealth Inc., is an independent wealth management firm that provides me with back office, technology, regulatory and operational support. Thanks to my association with the firm, I can offer you access to thousands of diverse financial strategies. Osaic Wealth is not in the business of creating and marketing their own investment products—their only “products” are service and support. This allows me to offer objective, independent investment advice, with no obligation to promote any particular investment. I don’t work for Osaic Wealth, I work for my clients.

Osaic Wealth, Inc.  works with over 10,000 independence-minded financial advisors like David, with offices across the United States.  Osaic Wealth is one of  the largest networks of independent financial advisors in the country. 

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Pershing - Our Clearing Firm

Pershing - Our Clearing Firm

Have you ever wondered what exactly happens to your funds once you’ve decided to make an investment? An advisor’s “clearing firm” may have a lot to do with the answer. Pershing, a BNY Mellon company, (member FINRA, NYSE, and SIPC)—a trusted, established, and financially stable financial services firm—provides clearing services for my practice. A clearing firm works with various financial exchanges to handle confirmation, delivery and settlement of your financial transactions.