Osaic Onboards $500+ Million Firm Pointes North Wealth Management
By Amit Chowdhry ● Apr 26, 2026
Osaic, one of the nation's largest providers of wealth management strategies, has announced that Pointes North Wealth Management, led by managing partners Nathan Auclair and Brent Balloch, CFP, ChFC, has joined its Empowered Independence channel. The Salem, New Hampshire-based firm oversees more than $500 million in client assets and is transitioning from an independent model to Osaic's W-2 structure. Innovative Financial Group, an Osaic office of supervisory jurisdiction, played a central role in facilitating the transition and helping design a structure aligned with Pointes North's long-term goals.