Our Mission
We provide the advice you need so you can feel confident about your financial future while being supported every step of the way.
Services
We specialize in creating individualized investment portfolios to cater to your specific retirement goals and financial objectives.
In-Home/Public Meetings
This is our most popular option. We take time out of our days to come to you, wherever that may be. We can come to the comfort of your own home or meet at a public outing. You choose!
In-Office Meetings
This is a great option if you are close to the Oakmont area or want to come visit the popular shops near us while you’re here!
Over-the-Phone Options
This option can be for existing clients to make requests, schedule an in-person appointment, or update your personal information.
About Us
Osaic Wealth, Inc. is one of the nation’s largest broker-dealers with $700 billion in total account assets, 11,000 affiliated independent Financial Advisors, and more than 415 OSJ Managers. Headquartered in Phoenix, Arizona, Osaic supports fee-based Financial Advisors with one of the most robust technology platforms and largest advisory services teams in the industry. Osaic’s dedicated business development team addresses the unique market needs of affiliated Financial Advisors by providing customized business solutions that achieve long-term growth objectives. Osaic is a registered broker-dealer and SEC registered investment advisor.
Meet Our Team
Michael Franklin
Branch Manager
Jay Adams
Registered Principal
Nick Perini
Investment Advisor
Thomas Drake
Investment Advisor
Joseph Valenty
Investment Professional
Robin Herron
Administrative Assistant
Connie Hutchison
Administrative Assistant
Sarabeth Rodriguez
Administrative Assistant
Contact Us
Please let us know anything you may have questions about. We are here to help! Feel free to send us a message at any time.