Osaic Welcomes $162 Million C&N Wealth Management Through Undefined Gridlines OSJ

South Carolina-based firm joins to expand client offerings through enhanced technology and product solutions

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that C&N Wealth Management has joined the firm from First Citizens Investor Services, Inc., bringing approximately $162 million in client assets. Based in Orangeburg, South Carolina, the firm affiliates with Osaic through Undefined Gridlines, Inc., an office of supervisory jurisdiction (OSJ).

Founded by Financial Advisor and Managing Director Chris Lamb, C&N Wealth Management brings more than two decades of industry experience and a long-standing commitment to client service. After evaluating multiple firms, Lamb chose Osaic to support the launch of the firm’s next chapter.

“Partnering with Osaic will allow us to offer many new product and technology solutions to our clients, so we can continue to build on our 19-year history of excellent client service,” said Lamb.

C&N Wealth Management’s transition reflects a broader focus on enhancing its client experience through expanded capabilities, while maintaining its personalized, relationship-driven approach. By leveraging Osaic’s platform, the firm is positioned to drive efficiency and deliver more comprehensive financial solutions.

“We’re proud to welcome a team that shares our values of empowering wealth and leaving lasting legacies,” said Erinn Ford, executive vice president, advisor engagement and co-head of the independent channel at Osaic. “This partnership with C&N Wealth Management reflects our belief in empowering firms to thrive independently, with the backing of a platform designed to accelerate productivity and free up time. Their future is bright, and we’re honored to be part of it.”

Osaic continues to attract experienced advisors seeking a balance of independence, scale and support, reinforcing its commitment to delivering flexible solutions that help advisors grow and better serve their clients.

To learn more about Osaic, please visit Osaic.com.

About Osaic

Osaic, Inc. (“Osaic”), a portfolio company of Reverence Capital Partners, is one of the nation’s largest providers of wealth management strategies, supporting over 10,000 financial professionals. Osaic’s mission is to empower entrepreneurial advisors to create leading wealth management solutions that enhance lives and legacies. Visit www.osaic.com to learn more.

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and CW Advisors, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.