Blockchain Registration Transaction Record

Joelle Spear Launches Independent Wealth Firm with Osaic

Joelle Spear, CFP, launches Spear Wealth Management with Osaic, Inc., joining a trend of advisors seeking independence to offer personalized financial advice.

This news highlights the growing trend of financial advisors moving towards independence to better serve their clients with personalized advice and support. Joelle Spear's partnership with Osaic, Inc. exemplifies how advisors can leverage technology and resources to focus on client relationships, especially during significant life transitions. For individuals seeking financial guidance, this development means access to more tailored and empathetic advice from professionals who prioritize their clients' needs and dreams.