Brent Holcombe Launches Independent Firm Chocorua Wealth Management With Support From Osaic Wealth

New firm will provide planning-led wealth management services to individuals, families and business owners

ALBANY, N.H.--(BUSINESS WIRE)--Brent D. Holcombe, CFP®, has launched Chocorua Wealth Management, an independent wealth management firm focused on helping individuals, families and business owners pursue their financial goals through personalized financial planning, investment management and long-term guidance.

Based in Albany, N.H., Chocorua Wealth Management is affiliated with Osaic Wealth, Inc. (“Osaic Wealth”), one of the nation’s largest providers of wealth management strategies, and is supported by Innovative Financial Group (“IFG”), Osaic Wealth’s largest Office of Supervisory Jurisdiction supporting independent financial advisors nationwide.

Holcombe brings more than three decades of financial services experience to the new firm. Throughout his career, he has helped clients navigate complex financial decisions across retirement planning, investment management, estate planning coordination and multigenerational wealth transfer strategies.

Chocorua Wealth Management was created to provide clients with an independent, relationship-driven wealth management experience that combines customized planning, high-touch service and access to the scale and resources of a leading national wealth management platform.

"Launching Chocorua Wealth Management is the realization of a vision I've had for many years," said Holcombe, founder and president of Chocorua Wealth Management. "My goal is to provide clients with personalized advice backed by deep relationships, independence, and access to institutional-level resources. Through my affiliation with Osaic Wealth and Innovative Financial Group, I have the flexibility to serve clients in a highly customized way while leveraging the technology, planning resources, and support of organizations that are committed to empowering advisors and the clients they serve."

Through its affiliation with Osaic Wealth, Chocorua Wealth Management gains access to a broad suite of wealth management solutions, advanced technology, investment resources, operational support and compliance infrastructure. IFG will provide additional supervisory, business development and practice management support as Holcombe grows the firm.

"Brent has built his career by earning the trust of the families he serves," said Brian Heapps, president and CEO of Innovative Financial Group. "We're excited to support him as he launches Chocorua Wealth Management and begins this next chapter as an independent business owner. Through his affiliation with IFG and Osaic Wealth, Brent has access to the resources, technology, and support needed to continue delivering exceptional service while building a lasting legacy for his clients and community."

The launch reflects Holcombe’s commitment to maintaining deep client relationships while building an independent practice designed around thoughtful planning, personalized service and long-term financial guidance.

For more information about Chocorua Wealth Management, please contact Brent Holcombe directly by emailing [e-mail].

About Chocorua Wealth Management, LLC

Chocorua Wealth Management, LLC is an independent wealth management firm dedicated to helping individuals, families, and business owners pursue their financial goals through comprehensive financial planning, investment management, retirement planning, and wealth preservation strategies.

About Innovative Financial Group

Innovative Financial Group (IFG) is a leading Office of Supervisory Jurisdiction affiliated with Osaic Wealth. IFG supports independent financial advisors across the country by providing the resources, guidance, compliance oversight, and business infrastructure needed to launch, grow, and monetize successful wealth management practices.

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.