Broker Check
(800) 837-1872
jbutler@osaicwealth.com
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Office

25550 Chagrin Boulevard,,

Suite 220
Beachwood, OH 44122
(800) 837-1872

A Client-Centered Approach

Honesty, integrity, and trust are the cornerstones of our practice. We always put you first.

We're Passionate About Achieving Your Goals

Our mission is to help all our clients achieve financial success. We'll work together to develop an integrated, comprehensive, flexible financial strategy specifically designed and tailored for you.

Jack D. Butler, J.D.

Jack D. Butler, J.D.

Branch Manager

440-891-1134

Alan Leitson, CFP®

Alan Leitson, CFP®

Financial Advisor

216-595-5151

Kerri Lenardic

Kerri Lenardic

Office Manager

216-714-3565

Steve Marks

Steve Marks

Financial Advisor

216-230-8967

Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
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Financial Strategies for Women

Financial Strategies for Women

Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
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How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.
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