Brent D. Holcombe announced the launch of Chocorua Wealth Management, an independent wealth management firm based in Albany, New Hampshire.
The new firm will provide planning-led wealth management services to individuals, families, and business owners. Its services will include personalized financial planning, investment management, retirement planning, estate planning coordination, and long-term financial guidance.
Chocorua Wealth Management is affiliated with Osaic Wealth, one of the nation’s largest providers of wealth management strategies. The firm is also supported by Innovative Financial Group, Osaic Wealth’s largest Office of Supervisory Jurisdiction supporting independent financial advisors nationwide.
Holcombe brings more than three decades of financial services experience to Chocorua Wealth Management. Throughout his career, he has helped clients navigate complex financial decisions involving retirement planning, investment management, estate planning coordination, and multigenerational wealth transfer strategies.
Chocorua Wealth Management was created to provide clients with an independent and relationship-driven wealth management experience. The firm combines customized planning and high-touch service with access to the scale and resources of a national wealth management platform.
Through its affiliation with Osaic Wealth, Chocorua Wealth Management gains access to wealth management solutions, technology, investment resources, operational support, and compliance infrastructure.
Innovative Financial Group will provide additional supervisory, business development, and practice management support as Holcombe grows the firm.
The launch reflects Holcombe’s goal of maintaining deep client relationships while building an independent practice centered on thoughtful planning, personalized service, and long-term financial guidance.
Osaic supports more than 10,000 financial professionals and is focused on helping entrepreneurial advisors build wealth management businesses. Innovative Financial Group supports independent financial advisors with resources, compliance oversight, guidance, and business infrastructure.
KEY QUOTES:
“Launching Chocorua Wealth Management is the realization of a vision I’ve had for many years. My goal is to provide clients with personalized advice backed by deep relationships, independence, and access to institutional-level resources. Through my affiliation with Osaic Wealth and Innovative Financial Group, I have the flexibility to serve clients in a highly customized way while leveraging the technology, planning resources, and support of organizations that are committed to empowering advisors and the clients they serve.”
Brent Holcombe, Founder and President of Chocorua Wealth Management
“Brent has built his career by earning the trust of the families he serves. We’re excited to support him as he launches Chocorua Wealth Management and begins this next chapter as an independent business owner. Through his affiliation with IFG and Osaic Wealth, Brent has access to the resources, technology, and support needed to continue delivering exceptional service while building a lasting legacy for his clients and community.”
Brian Heapps, President and CEO of Innovative Financial Group
