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Osaic provides the support, resources, and community designed for the future of wealth management. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co.…

B2BFinancial servicesWealth managementInvestment advisory
Company overview

About Osaic

Osaic provides the support, resources, and community designed for the future of wealth management. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC. and CW Advisors, LLC., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.

Purpose

Mission and direction

Osaic supports financial advisors and wealth management professionals with the resources, infrastructure, and community they need to serve clients in a changing financial landscape. The firm focuses on wealth management and investment advisory solutions, helping advisors deliver planning, investment, and practice support across complex client needs, including high-net-worth and multi-generational planning.

How they work

Company values

  • Client focus
  • Advisor support
  • Integrity
  • Collaboration
  • Innovation
  • Expertise
  • Community
  • Accountability