Updated
Updated · Family Wealth Report · Apr 27
Pointes North Wealth Management joins Osaic's Empowered Independence channel
Updated
Updated · Family Wealth Report · Apr 27

Pointes North Wealth Management joins Osaic's Empowered Independence channel

12 articles · Updated · Family Wealth Report · Apr 27
  • The Salem, New Hampshire firm, led by Nathan Auclair and Brent Balloch, oversees more than $500 million in client assets and is moving to Osaic's W-2 structure.
  • Osaic said Innovative Financial Group, one of its offices of supervisory jurisdiction, helped facilitate the transition and design a structure aligned with Pointes North's long-term goals.
  • The move adds to recent recruitment in Osaic's Empowered Independence channel after Bard Financial Services, a Connecticut advisory firm with about $1.2 billion in assets, joined in February.
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