Osaic, a wealth management platform, announced that C&N Wealth Management has joined the firm, bringing approximately $162 million in client assets. The South Carolina-based advisory firm transitioned from First Citizens Investor Services and will affiliate with Undefined Gridlines, Inc., an office of supervisory jurisdiction within Osaic’s network.
Founded by financial advisor and managing director Chris Lamb, C&N Wealth Management brings more than two decades of industry experience and a 19-year track record of client service. The firm selected Osaic, Inc. after evaluating multiple options, aiming to expand its capabilities through enhanced technology and broader product offerings.
The move reflects a strategic effort by C&N Wealth Management to strengthen its client experience while maintaining its personalized, relationship-driven approach. By leveraging Osaic’s platform, the firm expects to improve operational efficiency and deliver more comprehensive financial solutions.
Osaic continues to attract independent advisory firms seeking a combination of scale, flexibility, and support, reinforcing its position as a major provider of wealth management solutions for financial professionals across the U.S.
KEY QUOTES
“Partnering with Osaic will allow us to offer many new product and technology solutions to our clients, so we can continue to build on our 19-year history of excellent client service.”
Chris Lamb, Founder And Managing Director, C&N Wealth Management
“This partnership with C&N Wealth Management reflects our belief in empowering firms to thrive independently, with the backing of a platform designed to accelerate productivity and free up time. Their future is bright, and we’re honored to be part of it.”
Erinn Ford, Executive Vice President, Advisor Engagement And Co-Head Of The Independent Channel, Osaic
