What is Osaic?

What is Osaic?

August 24, 2023

You may have recently noticed the name Osaic on my website, letterhead and e-mails where you formerly saw the name Royal Alliance, the firm we use to support our business operations.

On June 21, Royal Alliance announced it has rebranded to Osaic (Osaic Wealth, Inc.). The firm’s parent company (formerly Advisor Group) has also adopted the new brand and name. 

This company rebranding will not impact the way my clients and I work together, and we’ll continue to manage clients' accounts as we have while under the Royal Alliance name. 

If you have any questions, please don’t hesitate to reach out to me at (804) 665-1589 or kmurphy@capfs.comNo changes to my contact information!  I look forward to hearing from you.