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<\/a>\nPearce Financial is a multigenerational family business led by investment advisors Kevin<\/b> and Trent Pearce<\/b>, a father-and-son team, alongside planning assistants Julie<\/b> and Kara Pearce<\/b>, a mother-and-daughter team. Together, they serve individuals and families with a focus on building lasting relationships and supporting clients through multiple generations.<\/p>
\n\u201cOur family has built this business by putting relationships first and helping clients feel informed and confident about their financial decisions,\u201d said Kevin Pearce<\/b>, president at Pearce Financial. \u201cOsaic gives us access to expanded technology, planning capabilities and operational resources that can help us continue evolving while remaining focused on the families we serve.\u201d<\/p>
\nThrough its affiliation with Osaic, Pearce Financial will have access to an integrated wealth management platform, expanded financial planning resources and operational support designed to help the team streamline its business, deepen its client service capabilities and support its long-term growth.<\/p>
\n\u201cWe\u2019re excited to welcome Pearce Financial to Osaic as they continue to grow their business,\u201d said Erinn Ford<\/b><\/a>, executive vice president of advisor engagement. \u201cTheir dedication to serving clients, combined with Osaic\u2019s commitment to helping advisors increase productivity, streamline operations and access industry-leading support, creates a strong foundation for continued success.\u201d<\/p> \nThe affiliation follows other recently announced firms that have selected Osaic, including Signature Private Wealth Management<\/b><\/a>, Neville & Associates<\/b><\/a> and Du Lac Wealth Services<\/b><\/a>.<\/p> \nTo learn more about Osaic, please visit Osaic.com<\/b><\/a>.<\/p> \nAbout Osaic<\/b><\/p> \nOsaic, Inc. (\u201cOsaic\u201d), a portfolio company of Reverence Capital Partners, is one of the nation\u2019s largest providers of wealth management strategies, supporting over 10,000 financial professionals. Osaic\u2019s mission is to empower entrepreneurial advisors to create leading wealth management solutions that enhance lives and legacies. Visit www.osaic.com<\/a> to learn more.<\/p> \nSecurities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and CW Advisors, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.<\/p> \nMEDIA CONTACT:<\/b> \nTommy Warburton<\/b>