Osaic – one of the nation’s largest wealth management platforms – announced the addition of Nova Wealth, an independent wealth manager based in Buffalo, N.Y., with $180 million in client assets under administration.
This addition contributed to the growth of Osaic’s wealth management network, which includes approximately 11,000 financial professionals, 270 financial institutions, and over $653 billion in assets under administration.
Headed by Elizabeth Evanisko, CRC, Jeffrey Gelormini, and Brett Komm, CSSCS, CRC, Nova Wealth brings deep expertise in retirement income distribution planning to help clients create specialized retirement income plans that align with their specific goals and risk tolerance. Nova Wealth’s range of services includes investments, financial planning, and insurance.
KEY QUOTES:
“Osaic is committed to partnering with advisors and providing technology, resources, and expertise so they can focus on their clients and their business. We are honored to welcome Nova Wealth to Osaic, where they will join one of the nation’s largest networks of financial professionals and a thriving community dedicated to growth and collaboration.”
– Kristen Kimmell, Executive Vice President, Business Development at Osaic
“By joining Osaic, we’re gaining even more independence, allowing us to more effectively choose the financial planning tools and resources that work best for our clients in helping them reach their goals.”
– Elizabeth Evanisko, CRC, Co-founder and Wealth Manager at Nova Wealth
“Retirees today are seeking solid financial planning that considers their lifestyle and prioritizes their goals. Osaic provides the robust resources needed to provide best-in-class financial planning services to our clients.”
– Jeffrey Gelormini, Co-founder and Wealth Manager at Nova Wealth
