Services

Goal-Based Financial Planning

We understand that financial well-being extends beyond singular aspects; it’s about crafting a roadmap that encompasses your unique goals, aspirations, and challenges. Our expert advisors delve deep into your financial landscape, offering a detailed analysis to create a tailored plan.

From budgeting and investment strategies to retirement and estate planning, our holistic approach ensures that every facet of your financial life can be considered.

Investment Portfolio Management

Our team of seasoned financial experts is dedicated to optimizing and maximizing the potential of your investments. We go beyond the conventional, employing a strategic approach that considers diversification, risk management, and alignment with your long-term financial objectives.

Whether you’re a seasoned investor or just starting, our advisors leverage their expertise to craft a personalized investment portfolio tailored to your unique goals.

OneView Accounts Access

OneView is the primary site we suggest you visit to check balances and see how your accounts are performing. Unlike our other account access eQuipt which is primarily investment (Pershing) related, OneView adds accounts that may be held on different platforms- such as annuities and life insurances. This allows you to easily consolidate and organize your investment accounts and generate in-depth reports. Access your accounts anytime from anywhere in the world on our secure web site.

eQuipt 24/7 Account Access

Use eQuipt as the primary site for printing statements and signing up for e-delivery to cut down on the amount of mail you receive. eQuipt provides you with online access to your investment accounts held at Osaic/Pershing, night and day, seven days a week. Once you are enrolled, you will receive an email notification whenever a new statement or trade confirmation is available to view online.

Embark on a journey to financial well-being!

Contact us today for a personalized consultation!

Securities and advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.