Sanders Wealth Management Joins Osaic

Osaic, Inc. has announced that Sanders Wealth Management, an independent wealth management firm based in Upstate South Carolina, has joined its network after transitioning from Cetera. Led by President Nathan Sanders, the team oversees approximately $220 million in client assets.

“At Sanders Wealth Management, our mission has always been to put people first and guide them through every stage of their financial lives with clarity and care,” said Sanders. “As we evaluated the next phase of our growth, it became clear that Osaic was the best-suited firm to help us deliver on our mission of putting people first, and planning for today and tomorrow together.”

Kristen Kimmell

With more than 50 years of combined experience, the Sanders Wealth Management team specializes in creating personalized retirement and estate planning strategies aligned to each client’s financial goals. By joining Osaic, the team gains access to an expanded technology platform, broader investment solutions and a suite of resources designed to strengthen both client service and operational efficiency.

“Nathan and his team bring incredible energy and expertise to our Osaic community, and we’re honored to support their continued journey,” said Kristen Kimmell, executive vice president of business development at Osaic. “With Osaic’s platform supporting them, we look forward to helping them drive productivity and efficiency, creating more time to focus on their clients and grow their business.”

Sanders Wealth Management joins a growing list of independent firms aligning with Osaic from Commonwealth and other firms. Other recent additions include Soundview Financial Group, Four Pillars Investment Management, and Gallagher Financial.

Next Article: Lincoln Financial Names Chief AI Data and Analytics Officer

Previous Article
Roth IRA

Reintroduced Bill Would Grant Roth IRA Rollovers

Next Article
CITs

Democratizing Retirement Investments: The Rise of Collective Investment Trusts

Total
0
Share