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 * Home
 * Services►
   * Services
   * Our Process
 * Our Team►
   * Our Team
   * David W. Maurer, Branch Manager
   * Michael Zeiter, Financial Advisor
   * Gary Sengle, Financial Advisor
 * Tools►
   * Calculators
   * Flipbooks
   * Videos
   * Contact Us
   * Tax Library
   * Glossary
 * News►
   * Articles
   * Newsletters
   * Seminars
   * Upcoming Events
 * Client Access►
   * Osaic-eQuipt
   * Osaic-Pershing NetXInvestor
   * Osaic-OneView
   * Osaic-Wealthscape Investor
 * 858.452.0200
   

 * Home
 * Services
   * Services
   * Our Process
 * Our Team
   * Our Team
   * David W. Maurer, Branch Manager
   * Michael Zeiter, Financial Advisor
   * Gary Sengle, Financial Advisor
 * Tools
   * Calculators
   * Flipbooks
   * Videos
   * Contact Us
   * Tax Library
   * Glossary
 * News
   * Articles
   * Newsletters
   * Seminars
   * Upcoming Events
 * Client Access
   * Osaic-eQuipt
   * Osaic-Pershing NetXInvestor
   * Osaic-OneView
   * Osaic-Wealthscape Investor
 * 858.452.0200
   

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WELCOME TO OSAIC WEALTH INC.

4225 Executive Square, Suite 120 La Jolla, CA 92037


PHONE:

 * 858.452.0200


E-MAIL:

 * dmaurer@osaicwealth.com


CALCULATORS

You can review interesting calculators on my site.

View Calculators


CONTACT US

Please feel free to contact us with any questions.

Contact Us


FLIPBOOKS

You can review interesting Flipbooks on my site.

View Flipbooks


WELCOME TO OSAIC WEALTH MANAGEMENT, LA JOLLA


AT OSAIC WEALTH INC, OUR MISSION IS TO EMPOWER OUR CLIENTS WITH THE TOOLS FOR
WEALTH ACCUMULATION AND MANAGEMENT BY CRAFTING A PERSONALIZED STRATEGY TO
ACHIEVE THEIR INDIVIDUAL FINANCIAL OBJECTIVES. OUR INVESTMENT TEAM PLACES THE
HIGHEST PRIORITY ON DEVELOPING A PLAN THAT IS TAILORED SPECIFICALLY TO YOU.


WE VALUE BUILDING MORE THAN JUST A PROFESSIONAL RELATIONSHIP WITH CLIENTS; WE
SEEK TO FOSTER A MEANINGFUL CONNECTION. BY CULTIVATING THIS RAPPORT, WE ARE
BETTER EQUIPPED TO COLLABORATIVELY IDENTIFY NOT ONLY THE MOST SUITABLE
INVESTMENTS FOR YOU BUT ALSO ENHANCE AND SAFEGUARD YOUR WEALTH EFFECTIVELY.

Throughout our partnership, we are committed to instilling confidence in our
clients, ensuring that they maintain control over their financial resources and
chart a course toward a secure and prosperous financial future. 

 

 

 




 


BONDS AND BOND MUTUAL FUNDS 101


INVESTING IN BONDS AND BOND FUNDS CAN HELP YOU PURSUE FINANCIAL GOALS, BUT
CONSIDER THE RISKS AND REWARDS FIRST.

More Videos »
Transcript


NEWSLETTERS


 * TIME FOR A SPRING CLEANUP: ORGANIZING YOUR FINANCIAL RECORDS
   
   Spring is a good time to clean out and organize financial records. This
   article offers guidelines on how long different types of records need to be
   retained.


 * LEAVE A LASTING GIFT WITH AN ETHICAL WILL
   
   An ethical will, also called a legacy letter, can tell a personal story and
   communicate beliefs and life lessons to family, friends, or community.


 * SECURE 2.0: BIG IMPACT FOR SMALL BUSINESSES
   
   This article discusses provisions in the SECURE 2.0 Act of 2022 that may be
   of particular interest to small business owners.


 * WHY THE EPA IS FOCUSING ON “FOREVER” CHEMICALS
   
   In March 2023, the Environmental Protection Agency proposed the first federal
   limits for six types of per- and polyfluoroalkyl substances, or PFAS, in
   public drinking water.

More Newsletters »


CALCULATORS


 * FEDERAL INCOME TAX
   
   This calculator can help you estimate your annual federal income tax
   liability.


 * SAVINGS ACCUMULATION
   
   Estimate the future value of your current savings.


 * ROTH IRA CONVERSION
   
   This calculator can help you determine whether you should consider converting
   to a Roth IRA.


 * COLLEGE FUNDING
   
   Use this calculator to estimate the cost of your child’s education, based on
   the variables you input.

More Calculators »


Osaic Wealth Form CRS

Securities and investment advisory services offered through Osaic Wealth, Inc.,
member FINRA/SIPC.   Osaic Wealth, Inc. is separately owned and other entities
and/or marketing names, products or services referenced here are independent of
Osaic Wealth, Inc.. Osaic Wealth, Inc. does not provide tax or legal advice.

Registered Representative may only discuss/and or transact securities business
with residents of the following states: AK, AL, AZ, CA, CO, FL, GA, HI, ID, IL,
KY, MA, MO, MS, NV, NY, OR, TX, VA, WA

PLEASE NOTE: The information being provided is strictly as a courtesy. When you
link to any of the web sites provided here, you are leaving this web site. We
make no representation as to the completeness or accuracy of information
provided at these web sites. Nor is the company liable for any direct or
indirect technical or system issues or any consequences arising out of your
access to or your use of third-party technologies, web sites, information and
programs made available through this web site. When you access one of these web
sites, you are leaving our web site and assume total responsibility and risk for
your use of the web sites you are linking to.

 

 

 * Site Map

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