Exciting News: Name Change Announcement

August 08, 2023

We're reaching out to share some exciting news regarding SagePoint Financial, the firm we use to support our business operations.

SagePoint Financial recently announced that its parent company (formerly Advisor Group) adopted a new brand and name – Osaic. They also shared that they will join their affiliate company on September 1, 2023. This means your accounts will transition to Osaic (Osaic Wealth, Inc.) at that time. The firm will soon provide you official notice of this change, but no action is required for this transfer to take place.

These changes won’t impact the way we work together. Systems and forms are being updated to reflect the new Osaic name, but you may continue to see the SagePoint Financial or Advisor Group name until that is completed.

If you have any questions, please don’t hesitate to reach out to us. As always, thank you for the ongoing opportunity to serve you.