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

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

Are You Ready for Your Portfolio to Make a Difference?

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.
Learn More
Retirement Realities

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Learn More
Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.
Learn More

Have a Question?

Thank you!
Oops!