Our Broker Dealer
Simplicity Meets Customization.
It’s never been easier to help more clients reach their goals.
Osaic Wealth Inc. is one of the largest networks of independent wealth management firms in the U.S and provides resources, scale, and stability to more than 11,000 financial professionals as of December 31st, 2023. Osaic Wealth Inc. is headquartered in Scottsdale, AZ, has seven regional offices throughout the U.S., and has affiliated wealth management professionals in all 50 states. Savage and Associates is one of the largest Osaic Wealth Inc. affiliates in the country.
Born from a fusion of distinct firms, Osaic Wealth Inc. has reinvented its business and is transforming the financial services industry, creating ample opportunity to think differently and make a genuine impact.
How Does Osaic Wealth Inc. Support Us:
Osaic Wealth Inc.'s mission is to provide financial professionals with the tools and support they need to succeed, enabling them to deliver the highest level of service to their clients and positively impact their communities.
As one of the largest broker-dealers in the U.S., Osaic Wealth Inc. provides us with access to the solutions, support, and flexibility that we need to make a difference in our clients’ lives. Through our partnership we have access to best-in-class products, platforms, and intuitive money management tools to personally manage client assets. We also have the option to outsource from a selection of more than a thousand well-known institutional money managers.
Our association with Osaic Wealth Inc. empowers us to put your interests first with objective, carefully considered offerings. Because Osaic Wealth Inc. does not offer proprietary products, we are not incentivized to favor any specific investments. Our sole objective is to evaluate the full universe of available options and select those we believe are best suited to our clients' goals.
What Our Partnership Means To You:
Osaic Wealth Inc. is home to a diverse, service-driven community of financial advisors. While Flightpath Financial Advisors is an independent firm, Osaic Wealth Inc.’s extensive community of advisors encourages financial professionals to inspire, challenge and empower one another as they work together to support their clients.
Diversity:
Osaic Wealth Inc. believes strong organizations are built through a broad range of perspectives, backgrounds, and experience. By supporting talent and leadership across its workforce, the firm continues to foster a strong and well-rounded organization.
Support:
Osaic Wealth Inc. provides back-office support to ensure our business runs smoothly, our technology works seamlessly, and our data is secure so we can spend time working for you, our client.
Osaic Wealth Inc.’s home office team consists of over 2,500 support staff who work to provide operational assistance, training, development, and business management.
Technology:
With a history rich in growth and innovation, Osaic Wealth Inc.’s primary goal is to provide the best technology, resources and services to financial professionals so we can focus on clients.
Supervision:
Osaic Wealth Inc. assists in navigating the industry’s shifting regulatory landscape with customized training, resources and systems that make it easy for us to run our business, and also meet the continuously evolving regulatory requirements established by FINRA and the SEC.