Du Lac Wealth Services Joins Osaic

Du Lac Wealth Services has joined Osaic, a wealth management provider. The Cary, North Carolina-based advisory team transitioned from LPL Financial and brings approximately $200 million in client assets.

Du Lac Wealth is led by Managing Director James Mertens, CFA, a 20-year industry veteran, alongside Wealth Advisors Garrett Railsback, CFP and Kerry Goodman, AIF, and Client Experience Manager Jaunt’e Smith.

“Osaic is a great match for our service first culture and how we grow our practice,” said Mertens. “Osaic provides key resources to level the M&A playing field while upgrading our day-to-day client experience.”

A key component of Du Lac Wealth’s strategy is its acquisition approach, which highlights tax-aware portfolio transitions and continuity for clients of retiring advisors. The team prioritizes preserving client relationships and minimizing disruption to ensure a seamless experience.

Du Lac Wealth is the latest firm to join Osaic, which in recent months has included C&N Wealth Management, The Finance Couple and Gardner Wallace Financial.