Women-Led ArrowPoint Wealth Advisors Launches with Osaic

$379M advisory team led by CEO and co-founder Mandy Dollar serves families, entrepreneurs and athletes.

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that advisors Mandy Dollar, CRPC®, co-founder and chief executive officer, and Jennifer Wallis, co-founder and chief growth officer, have joined Osaic to launch ArrowPoint Wealth Advisors (“ArrowPoint”). The new firm oversees $379 million in assets under management (AUM) with offices in Oklahoma City and Edmond, Oklahoma.

Dollar and Wallis are longtime friends, seasoned financial professionals and advocates for ethical, inclusive wealth management. Dollar, formerly with MidFirst Bank, is a Sports and Entertainment Accredited Wealth Management Advisor (SE-AWMA®), which allows her to serve athletes and clients in the entertainment industry. Wallis holds the Behavioral Financial Advisor (BFA®) designation, and brings a human-first, empathetic approach to financial advice. Together, they launched ArrowPoint to deliver high-touch service that helps their clients achieve their goals.

“Jennifer and I created a firm rooted in the belief that money should be empowering, not overpowering,” said Dollar. “We’re thrilled to have Osaic’s support as we embark on this journey. Their dynamic platform equips us with the tools and resources needed to deliver the highest-quality service.”

When selecting a partner, Dollar and Wallis chose Osaic for its industry-leading technology, deep resources and robust support network. By leveraging Osaic’s platform, ArrowPoint combines the strength of a national firm with the personalized service of a boutique practice.

“At ArrowPoint, we help our clients by blending experience, empathy, precision and purpose,” said Wallis. “Osaic’s advisor-centric network is uniquely positioned to help us deliver on that mission.”

ArrowPoint operates with the belief that wealth management shouldn’t feel overwhelming. Its service model simplifies complex concepts, aligns strategies with what matters most to clients and provides advice through a human-first lens. The firm is proud to be women- and Native-owned.

“Mandy and Jennifer are building a firm that goes beyond investment management,” said Kristen Kimmell, executive vice president of business development at Osaic. “They empower their clients with the education, confidence and trust needed to thrive financially and in all areas of their life. Their forward-thinking approach perfectly aligns with Osaic’s values and client-centric culture.”

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 approximately 11,000 financial professionals. Osaic’s mission is 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.