#United States #Financial Solutions #Scottsdale #Osaic #Payant Wealth

Osaic Welcomes Payant Wealth Management Group

Osaic, Inc., a prominent name in the wealth management arena, has made headlines by expanding its W2 employee affiliation channel. This strategic move comes with the addition of the Payant Wealth Management Group, significantly bolstering Osaic's offerings in the financial services sector. Established as one of the nation's largest providers of wealth management solutions, Osaic aims to provide greater support and resources to independent Registered Investment Advisors (RIAs).

The W2 affiliation channel was launched in 2023 as a solution for independent RIAs seeking a partnership that alleviates the burdens of daily operations. This model provides access to vital resources such as liquidity for business growth, advanced technology, and a platform that encourages collaboration among financial professionals. Tom Payant, the Chairman and CEO of Payant Wealth Management Group, recognized the advantages of this affiliation after four decades of building a successful practice.

Tom Payant expresses his optimism about the partnership with Osaic, highlighting how it allows him and his team to focus on their clients' goals without the stress of operational management. He firmly believes that this alliance will ensure not only the continuity of his clients' financial futures but also foster growth opportunities. Under Osaic's umbrella, the Payant team, including notable financial advisors such as Glenn Krcmaric, Jay Mulligan, and Jonathan Wilkins, aims to strengthen its commitment to delivering exceptional services.

Ed Swenson, Head of RIA and W2 Channels at Osaic, has echoed this sentiment, expressing enthusiasm about integrating Payant's expertise into their expanding network. He noted that both internal and external advisory teams are increasingly intrigued by the opportunities presented within Osaic's new model, which provides minimal friction for their advisors. The robust support from Osaic lays a foundation for stability and growth, reinforcing the idea that effective collaboration can lead to enhanced client services.

As Osaic continues to attract attention from RIAs and financial advisors, the future looks promising for all parties involved. Investing in a model that prioritizes the well-being of both clients and advisors is crucial in today's dynamic financial landscape. By offering an environment where independent advisors can flourish alongside established firms, Osaic positions itself as a pivotal player in the industry.

For those interested in further exploring the W2 employee affiliation channel, Osaic's website provides comprehensive information on its offerings, designed to empower financial professionals to thrive in their careers. The involvement of Payant Wealth Management Group not only enhances Osaic's service portfolio but also sets a benchmark for others in the financial sector.

In conclusion, the collaboration between Osaic and Payant Wealth Management Group marks a significant development in the wealth management industry. With a clear focus on combining expertise and resources, this partnership promises to deliver enhanced client experiences while paving the way for future growth in an ever-evolving market. Stay tuned as Osaic forges ahead in its mission to empower entrepreneurial advisors and support their clients' financial aspirations.