Curated News
By: NewsRamp Editorial Staff
July 31, 2025
Osaic, Savage and Associates, and Union Bank Forge Wealth Management Partnership
TLDR
- Osaic's partnership with Savage and Associates and The Union Bank Co. offers clients a competitive edge through expanded investment services and personalized financial guidance in Ohio.
- The strategic partnership transitions $127 million in assets under administration to Osaic, leveraging Savage and Associates' network to deliver tailored financial solutions to Union Bank's clients.
- This collaboration enhances financial accessibility for rural communities, small businesses, and agricultural clients in Ohio, fostering economic growth and community development through personalized advisory services.
- A historic partnership unites Osaic, Savage and Associates, and The Union Bank Co., merging nearly 190 years of combined expertise to revolutionize financial services in Ohio.
Impact - Why it Matters
This partnership is a game-changer for clients in northwest and central Ohio, offering them access to a broader range of investment solutions and personalized financial guidance. It represents a significant step forward in community-based financial services, ensuring that families, small businesses, and agricultural clients receive the tailored advice they need to thrive. The collaboration between these established entities not only enhances service offerings but also strengthens the financial ecosystem in underserved rural communities.
Summary
In a significant move to expand wealth management services across northwest and central Ohio, Osaic, Inc., a leading wealth management provider, has announced a strategic partnership between its affiliate, Savage and Associates, and The Union Bank Co.. This collaboration transitions approximately $127 million in assets under administration to Osaic, enabling Union Bank's clients to access a wider array of investment solutions and personalized financial advice through Savage and Associates' network.
The partnership is celebrated by both parties for their shared commitment to client-first, community-based financial guidance. Brian D. Young, president and CEO of The Union Bank Co., and J.R. Toland, president and CEO of Savage and Associates, highlighted the mutual benefits of the partnership, including enhanced service offerings and regional growth opportunities. This alliance underscores Osaic's dedication to supporting independent advisors with scalable platforms and resources, furthering its expansion in regional markets.
Source Statement
This curated news summary relied on content disributed by citybiz. Read the original source here, Osaic, Savage and Associates, and Union Bank Forge Wealth Management Partnership
