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(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

Earnings for All Seasons

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?
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Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
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What's My 2026 Tax Bracket?

What's My 2026 Tax Bracket?

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Learn More

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