Osaic, Inc. has successfully recruited Integrity Wealth Management of Saint Joseph, Missouri in a strategic effort to strengthen its position in the wealth management market. The women-owned business, led by Founder and President Jennifer Griffis, CFP, APMA, and financial adviser Erin Bradley, provides a considerable $128 million in total client assets to Osaic through Affiliated Advisors.
"I am excited to welcome Integrity Wealth Management to Affiliated Advisors," said Rita Robbins, Founder and President of Affiliated Advisors, of the new acquisition. Jennifer has the ambition and work ethic to grow her business for the foreseeable future. I'm excited to be there to support her every step of the way."
Integrity Wealth Management is a full-service wealth management firm that focuses on individuals, multigenerational families, and small companies. Jennifer and her staff, who have almost 25 years of expertise, use their financial knowledge and customized service style to assist customers in achieving their long-term financial objectives.
Jennifer stated, "I chose to move my practice to Osaic and Affiliated Advisors for the complete services, expert support, and true independence we need to grow."
Kristen Kimmell, Executive Vice President Business Development at Osaic, expressed delight about the new addition, underlining Osaic's appealing value offer, which has attracted high-quality practices in the past. Osaic, Inc., a Reverence Capital Partners portfolio business, helps over 11,000 financial professionals by supporting the enduring value of financial professionals in the lives of their customers.
Copyright © All rights reserved. Global Woman Leader