Osaic Wealth
3070 Bristol Street, Costa Mesa, CA 92626
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About the Business
Osaic Wealth is a finance institution located at 3070 Bristol Street, Costa Mesa, California, United States. They offer wealth management solutions and services to individuals, families, and businesses in Orange County, California. As an independent firm with experienced advisors, Osaic Wealth aims to provide valuable advice and personal service tailored to meet the financial goals of their clients.
Their services include financial planning, investment management, and insurance products, with transparent fee structures disclosed in their Form ADV Part II document. Osaic Wealth prides themselves on building long-term relationships with clients based on professionalism, communication, and trust.
Clients can expect consistent advice, planning, and service that is coordinated with their legal and tax advisors. Osaic Wealth serves various cities in Southern California, including Los Angeles, Newport Beach, Irvine, and San Diego County. Matthew A. Kasa, Investment Advisor Representative, is licensed in multiple states and offers services where licensed to do business.
Whether clients are seeking advice, planning, or ongoing investment management, Osaic Wealth provides personalized solutions to help clients achieve their financial goals with confidence. With a focus on growth with safety, Osaic Wealth aims to help clients understand the risk/reward tradeoff and make informed decisions for their financial future.
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