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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

Wedding Budget Calculator

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.
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Retirement Accounts When You Change Your Job

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.
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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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