Innovative Financial Group

Innovative Financial Group (IFG) is proud to announce the successful transition of Pointes North Wealth Management into Osaic’s Empowered Independence channel.

Building a truly scalable and enduring firm requires the right strategy from day one. IFG is honored to have played a proactive role in facilitating this innovative transaction—securing the firm’s legacy and ensuring their clients are served for generations to come.

Special thanks to Brian Heapps, President of IFG, Malcolm Thomas, Head of Business Development, and the entire IFG leadership team for their hands-on guidance in making this vision a reality.

Build your firm. Scale your vision. Secure your legacy. Read more about the move here:
https://www.thewealthadvisor.com/article/osaic-expands-empowered-independence-channel-pointes-north-wealth-management

Brian Heapps Amy Heapps Osaic

Osaic Expands Empowered Independence Channel With Pointes North Wealth Management Osaic Expands Empowered Independence Channel With Pointes North Wealth Management