Osaic, a big company that helps people manage their money, announced that it’s teaming up with Latitude Wealth Advisors, a firm based in Hauppauge, New York. Latitude takes care of lots of families and businesses, and together, they manage $210 million in money for their clients. Before, Latitude was working with Ameriprise Financial, but now they’re joining Osaic through Affiliated Advisors, which is a big group within Osaic.
The partnership with Latitude includes Robert Martino, Jason Harris, Anthony Martino, and Mark Harris, who are all experts in helping people with their money. Together, they have over 100 years of experience. They focus on making plans that suit each client’s needs and giving them good service.
Mr. Martino said they chose Osaic and Affiliated Advisors because they offer a wide range of services and personalized help. He mentioned they wanted a new partner to help them grow, and Osaic seemed like the best choice.
Aside from their work with clients, the Latitude team also spends time helping charities and nonprofits in their community. This dedication to giving back is something Osaic values too.
Rita Robbins, the president of Affiliated Advisors, said they’re excited to help Latitude grow and succeed. Affiliated Advisors offers many services to help advisors like Latitude streamline their work and plan for the future. Now, with Latitude joining them, Affiliated Advisors serves even more clients and advisors.
Kristen Kimmell, from Osaic, welcomed Latitude to the team. She mentioned that Latitude joined Osaic for the flexibility and resources it offers, and she’s glad they’re now part of a community where they can learn from others.
Key Points:
- Partnership Introduction: Osaic, a leading wealth management service provider, announced its partnership with Latitude Wealth Advisors, a firm from Hauppauge, New York, managing $210 million in client assets. Latitude was previously associated with Ameriprise Financial and now joins Osaic through Affiliated Advisors, a significant enterprise within Osaic.
- Expert Team and Services: The partnership includes experienced wealth advisors like Robert Martino, Jason Harris, Anthony Martino, and Mark Harris, offering personalized financial planning services. The team’s combined experience exceeds 100 years, emphasizing individualized client service and comprehensive planning.
- Reasons for Partnership: Latitude chose Osaic and Affiliated Advisors due to the breadth and depth of their services, personalized assistance, value-added resources, and specialized expertise, as stated by Mr. Martino.
- Commitment to Community: Latitude’s partners are known for their involvement in charitable initiatives, reflecting their commitment beyond client services. This aligns with Osaic and Affiliated Advisors’ values and the industry’s future.
- Affiliated Advisors’ Offerings: Affiliated Advisors provides various services such as business management, compliance, technology, marketing, and investment advisory services. With Latitude’s addition, Affiliated Advisors now serves over 100 advisors and 60 staff, managing more than $4 billion in client assets.
- Welcome and Integration: Osaic welcomes Latitude to its community, highlighting the benefits of flexibility, resources, and the opportunity to share best practices within the Osaic platform. They commend Affiliated Advisors for attracting top-tier advisors and practices to Osaic.
About Affiliated Advisors
Affiliated Advisors was started 30 years ago by Rita Robbins, who knows a lot about the industry. It’s a group of smart and creative experts who really care about helping advisors achieve their dreams. They offer lots of different services to support advisors’ businesses, like marketing, technology help, making sure everything follows the rules, financial planning support, and even helping with managing and passing on the business. They’ve won awards for their services and are already helping more than 50 firms do better and grow.
About Osaic, Inc.
Osaic, Inc. is a company owned by Reverence Capital Partners. They help around 10,500 financial professionals with strategies for managing wealth. Their goal is to help financial professionals make a big difference in their clients’ lives. Osaic encourages these professionals to be entrepreneurial and independent, and they believe strongly in the importance of what financial professionals do.
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