FAQ: Joelle Spear Launches Independent Firm with Osaic
Summary
Joelle Spear, a certified financial planner with over two decades of experience, has launched her independent firm, Spear Wealth Management, in partnership with Osaic, Inc., marking a significant step towards autonomy and tailored support in the wealth management sector.
Who is Joelle Spear?
Joelle Spear is a Certified Financial Planner® (CFP) with over 20 years of experience, specializing in helping clients navigate major life transitions such as retirement, divorce, or the loss of a loved one.
What is Spear Wealth Management?
Spear Wealth Management is the independent firm launched by Joelle Spear, based in Framingham, Massachusetts, overseeing approximately $170 million in assets under administration (AUA).
Why did Joelle Spear choose to affiliate with Osaic?
Joelle Spear chose Osaic for its strong technology platform, deep bench of business and planning resources, and the people-first culture at IFG, one of Osaic’s leading offices of supervisory jurisdiction (OSJs).
What does Joelle Spear specialize in?
Joelle Spear specializes in working with clients going through major life transitions, offering thoughtful, long-term planning rooted in deep personal connection.
How does Joelle Spear’s move reflect broader trends in the financial advisory industry?
Her move to independence reflects a growing trend among advisors seeking autonomy and tailored support to grow their businesses, particularly among women advisors launching their own firms.
What are the benefits of Joelle Spear’s partnership with Osaic?
The partnership provides Spear with the flexibility of Osaic’s platform and day-to-day operational support from IFG, allowing her to focus more on her clients and their financial transitions.
Who is Kristen Kimmell and what did she say about Joelle Spear?
Kristen Kimmell is the executive vice president of business development at Osaic, who praised Joelle Spear as a dedicated, growth-minded advisor committed to meaningful client relationships.
Where is Spear Wealth Management based?
Spear Wealth Management is based in Framingham, Massachusetts.
What is the significance of Joelle Spear launching her own firm?
Launching her own firm allows Joelle Spear to operate with greater autonomy, providing tailored financial advice and planning services to her clients, supported by Osaic’s resources and technology.
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