Osaic announced NoxNumis, a wealth management firm based in Wichita, Kansas, that serves over $450 million in client assets, as the latest advisor to join its community.
John Toothaker and Ron Gabel, partners and private wealth managers at NoxNumis, head the firm in providing fiduciary financial advice focused on retirement planning, tax minimization, estate distribution, investment management and business and farm succession planning. And their process-driven approach aligns clients’ wealth with personal goals. And John and Ron’s team includes five wealth managers, an insurance agent, two operations executives, and a broad network of client service specialists. as well as an extensive team of client service specialists.
The Osaic investment platform provides NoxNumis with access to a broader and deeper bench of investments, providing more diversified, robust asset allocations and more competitive pricing to benefit its clients. And Osaic’s advanced technology stack, strengthened by recent integrations with AI-based platforms Jump and Zocks, offers NoxNumis wealth managers their choice of tools designed to streamline workflows, significantly reducing administrative burdens and increasing efficiency.
KEY QUOTES:
“We’re passionate about helping our clients gain confidence about their financial futures and are excited to fully leverage extensive support that Osaic can offer through their robust investment platform, innovative tech solutions, coaching and consulting services.”
- John Toothaker
“When the time is right, Osaic’s scale and access to their community of advisors is also going to dramatically increase our prospects for future acquisitions.”
- Ron Gabel
“NoxNumis exemplifies the type of growth focused, forward looking wealth management team that can thrive in our ecosystem. We are excited to support John, Ron and their team, enabling them to achieve their growth goals as a business while providing the highest level of service attainable to their clients.”
- Kristen Kimmell, executive vice president of business development of Osaic
