Osaic Buys $705M True Wealth

Osaic, Inc., one of the nation’s largest providers of wealth management strategies, announced that True Wealth Advisors has joined the firm from LPL Financial. The Englewood, Colorado–based independent wealth management firm oversees more than $705 million in client assets.

Led by Mason Samuels, the five-advisor group includes Alex Goldstein, Lloyd Sprague, Sam Grizzle and Ryan Nuu, supported by Sami Merrick, Jake Rolin and Ruth Leyerle. The firm specializes in helping clients build practical, goals-based wealth strategies and delivering retirement income and wealth-preservation planning for pre-retirees and retirees.

“We’re thrilled to welcome Mason and the True Wealth Advisors team to Osaic,” said Kristen Kimmell, executive vice president of business development at Osaic. “Their dedication to helping clients build and preserve wealth aligns perfectly with our advisor-centric culture. We look forward to supporting their growth and providing the resources, technology and community that empower them to deliver an exceptional client experience.”

True Wealth is the latest advisory team to join Osaic from LPL, following the affiliation of Simplified Wealth Management and AFC Planning Group in September.