ETFOptimize | High-performance ETF-based Investment Strategies

Quantitative strategies, Wall Street-caliber research, and insightful market analysis since 1998.


ETFOptimize | HOME
Close Window

Osaic Adds Former Commonwealth Advisor Managing $90 Million in Assets

Washington-based Brent Bridenback joins Osaic to grow his 100% fee-based practice, citing technology, independence and high-net-worth client support as key considerations

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced the addition of Brent Bridenback, president and founder of Bridenback Wealth Management, to its growing network of financial advisors. Based in Cle Elum, Washington, Bridenback joins Osaic from Commonwealth Financial Network (“Commonwealth”), bringing approximately $90 million in advisory assets managed across 26 high-net-worth households. He selected Osaic to scale his fee-based business with greater flexibility and support.

Bridenback’s move is the latest example of Osaic’s continued success attracting experienced, growth-minded advisors seeking greater independence, deeper client resources and enhanced technology. With Commonwealth’s transition to LPL underway, Bridenback aligned with Osaic to help maintain service consistency for his clients and position his practice for future growth within a more independent, advisor-centric environment.

“I chose Osaic because I believe it offers the freedom, flexibility and platform depth that my clients and my firm require,” said Bridenback. “Their commitment to supporting independent advisors with industry-leading technology and comprehensive planning resources has been a key differentiator for me. Most importantly, Osaic gives me the ability to maintain the high level of service my clients have come to expect—without disruption.”

Bridenback was attracted by Osaic’s Advantage companies and high-net-worth capabilities, including advanced planning, trust services and strategic investment alternatives. The new affiliation gives him expanded options to create financial strategies while preserving the personalized, relationship-based service at the core of his practice.

“Brent’s decision to join Osaic is a powerful endorsement of our advisor-first culture and the strength of our High Net Worth platform,” said Jamie Price, president and chief executive officer of Osaic. “We’re thrilled to welcome him and support the continued growth of his firm – especially as the leading non-self-clearing independent firm where our open architecture model and flexibility continue to attract top advisors seeking independence and choice.”

For Bridenback’s clients, the transition means broader access to financial strategies, seamless technology and a dedicated advisor fully empowered to act in their best interest—backed by a firm purpose-built for independence and scale.

This addition reinforces Osaic’s position as a destination of choice for top-tier advisors seeking the freedom to grow and serve without compromise.

Learn more at Osaic.com.

About Osaic

Osaic, Inc. (“Osaic”), a portfolio company of Reverence Capital Partners, is one of the nation’s largest providers of wealth management strategies, supporting approximately 11,000 financial professionals. Osaic’s mission is to empower entrepreneurial advisors to build thriving businesses and fulfill their clients’ dreams. Visit www.osaic.com to learn more.

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., and Osaic Advisory Services, LLC., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.

Contacts

Stock Quote API & Stock News API supplied by www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the following
Privacy Policy and Terms Of Service.


 

IntelligentValue Home
Close Window

DISCLAIMER

All content herein is issued solely for informational purposes and is not to be construed as an offer to sell or the solicitation of an offer to buy, nor should it be interpreted as a recommendation to buy, hold or sell (short or otherwise) any security.  All opinions, analyses, and information included herein are based on sources believed to be reliable, but no representation or warranty of any kind, expressed or implied, is made including but not limited to any representation or warranty concerning accuracy, completeness, correctness, timeliness or appropriateness. We undertake no obligation to update such opinions, analysis or information. You should independently verify all information contained on this website. Some information is based on analysis of past performance or hypothetical performance results, which have inherent limitations. We make no representation that any particular equity or strategy will or is likely to achieve profits or losses similar to those shown. Shareholders, employees, writers, contractors, and affiliates associated with ETFOptimize.com may have ownership positions in the securities that are mentioned. If you are not sure if ETFs, algorithmic investing, or a particular investment is right for you, you are urged to consult with a Registered Investment Advisor (RIA). Neither this website nor anyone associated with producing its content are Registered Investment Advisors, and no attempt is made herein to substitute for personalized, professional investment advice. Neither ETFOptimize.com, Global Alpha Investments, Inc., nor its employees, service providers, associates, or affiliates are responsible for any investment losses you may incur as a result of using the information provided herein. Remember that past investment returns may not be indicative of future returns.

Copyright © 1998-2017 ETFOptimize.com, a publication of Optimized Investments, Inc. All rights reserved.