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Sanders Wealth Management Joins Osaic With $220 Million in Client Assets

via Business Wire

South Carolina-based firm transitions to Osaic to access enhanced technology and expanded investment solutions

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced 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.”

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.

To learn more about Osaic, please visit Osaic.com.

About Osaic:

Osaic, Inc. (“Osaic”), a portfolio company of Reverence Capital Partners, is one of the nation’s largest providers of wealth management strategies, supporting approximately 11,000 financial professionals. Osaic’s mission is to create leading wealth management solutions that enhance lives and legacies. Visit www.osaic.com to learn more.

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC. and CW Advisors, LLC., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.

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.

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