The wealth management services firm Osaic has announced that it has brought on Sturkie Wealth Management Group to the firm.
Sturkie, led by founder Stephen Sturkie and based in South Carolina, works primarily with retirees, pre-retirees and small-business owners and has more than $240 million in total client assets.
“We chose Osaic for the freedom, flexibility and growth potential it afforded both our firm and clients,” said Sturkie, who has more than 26 years of experience in the investment industry.
The move comes amid other changes as Osaic prepares to complete its acquisition of Lincoln National’s wealth management business.