Holistic planning firm departs Commonwealth to leverage Osaic’s technology and vast network of capabilities.

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that Soundview Financial Group, an independent wealth management firm based in Tacoma, Washington, has joined its network. Led by financial advisor Josh Hummel, the team was previously affiliated with Commonwealth and oversees approximately $104 million in client assets.

“We have a long track record of growth in the Seattle and Tacoma areas. Osaic’s vast network and expansive technology capabilities will allow us to continue that growth while furthering how we help clients achieve their financial goals,” said Hummel.

The Soundview team provides clients with fee-based, holistic financial planning designed to align investments with long-term goals. By joining Osaic, the firm will enhance its service model and access resources to support business expansion through flexible succession planning and capital solutions.

“We’re excited to support Josh and the Soundview team as they continue to accelerate their growth and success,” said Kristen Kimmell, executive vice president of business development at Osaic. “Their momentum, paired with Osaic’s commitment to powering productivity, freeing up time, and providing leading support, is a powerful combination to unlock new levels of sustained growth.”

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