Osaic, a provider of wealth management strategies, has announced that True Wealth Advisors has joined the firm from LPL Financial Holdings. The Englewood, Colo.–based independent wealth management firm oversees more than $705 million in client assets.
Led by Mason Samuels, the five-adviser group includes Alex Goldstein, Lloyd Sprague, Sam Grizzle and Ryan Nuu, supported by Sami Merrick, Jake Rolin and Ruth Leyerle. The firm specializes in helping clients build practical, goals-based wealth strategies and delivering retirement income and wealth-preservation planning for pre-retirees and retirees.
Samuels integrates technical expertise with biblically aligned financial guidance — a distinctive approach that strengthens client relationships across generations. The firm selected Osaic after a thorough evaluation process, citing the strong cultural alignment they felt when meeting with Osaic’s home office team.
True Wealth is the latest advisory team to join Os
