South Carolina-based firm transitions to Osaic to access enhanced technology and expanded investment solutions

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced Sanders Wealth Management, an independent wealth management firm based in Upstate South Carolina, has joined its network after transitioning from Cetera. Led by President Nathan Sanders, the team oversees approximately $220 million in client assets.

“At Sanders Wealth Management, our mission has always been to put people first and guide them through every stage of their financial lives with clarity and care,” said Sanders. “As we evaluated the next phase of our growth, it became clear that Osaic was the best-suited firm to help us deliver on our mission of putting people first, and planning for today and tomorrow together.”

With more than 50 years of combined experience, the Sanders Wealth Management team specializes in creating personalized retirement and estate planning strategies aligned to each client’s financial goals. By joining Osaic, the team gains access to an expanded technology platform, broader investment solutions and a suite of resources designed to strengthen both client service and operational efficiency

“Nathan and his team bring incredible energy and expertise to our Osaic community, and we’re honored to support their continued journey,” said Kristen Kimmell, executive vice president of business development at Osaic. “With Osaic’s platform supporting them, we look forward to helping them drive productivity and efficiency, creating more time to focus on their clients and grow their business.”

Sanders Wealth Management joins a growing list of independent firms aligning with Osaic from Commonwealth and other firms. Other recent additions include Soundview Financial Group, Four Pillars Investment Management, and Gallagher Financial.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.