Joelle Spear Launches Independent Wealth Management Firm with Osaic
Joelle Spear, a seasoned financial advisor, has launched her independent firm, Spear Wealth Management, affiliating with Osaic to leverage its technology and support for client-focused services.
Joelle Spear, a Certified Financial Planner® with over 20 years of experience, has announced the launch of her independent firm, Spear Wealth Management, in affiliation with Osaic, Inc. This move marks a significant step in Spear's career, transitioning from her role at Canby Financial Advisors to establishing her own practice in Framingham, Massachusetts, overseeing approximately $170 million in assets under administration.
Spear's decision to affiliate with Osaic and join IFG, one of Osaic's leading offices of supervisory jurisdiction, was influenced by the platform's advanced technology, comprehensive business resources, and a culture that prioritizes client service and advisor autonomy. Osaic provides the tools and support necessary for Spear to focus on her clients, particularly those undergoing significant life transitions such as retirement, divorce, or the loss of a loved one.
The launch of Spear Wealth Management reflects a broader trend among financial advisors seeking independence and personalized support to grow their businesses. Spear's move is also part of a growing number of women advisors establishing their own firms, highlighting the evolving landscape of the wealth management industry.
Kristen Kimmell, executive vice president of business development at Osaic, commended Spear's dedication to building meaningful client relationships and expressed enthusiasm for supporting her vision. Spear Wealth Management joins other independent firms like PATH Financial Partners, BlueHaven Wealth Management, and Innovative Wealth in aligning with Osaic, underscoring the company's appeal to entrepreneurial advisors seeking flexibility and scale.