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$400 Million BlueHaven Wealth Management Launches with Osaic

via Business Wire

Daniel Leugers selects Osaic for empowered support, scalability and custom solutions, brings focus on personalized portfolio construction

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, announced the addition of Daniel Leugers to its network of financial advisors. A wealth management veteran of more than 25 years, Leugers has launched BlueHaven Wealth Management, Inc. (“BlueHaven”), a Hudson, Ohio-based firm, overseeing more than $400 million in assets under advisement (AUA).

At BlueHaven, Leugers will continue his legacy of providing personalized planning and portfolio construction. He is committed to building long-term client relationships by offering comprehensive retirement, income and financial planning tailored to each client’s unique financial goals and circumstances. Leugers chose to affiliate with Osaic for its flexible architecture, enabling him to select the appropriate mix of platforms, tools and products to serve clients and grow his business. Osaic’s resources and technology partners empower advisors like Leugers to streamline operations and focus on building enduring client relationships rooted in trust.

“As I was searching for the right partner to launch my own firm, Osaic – with its comprehensive tech stack and support ecosystem –checked all the boxes,” said Leugers. “They stood out as a partner that truly nurtures long-term growth and supports the way I want to serve — with independence and intention. Further, Osaic’s platform also offers me the flexibility to choose from a wide array of products and solutions, allowing me to serve clients thoughtfully and effectively.”

Throughout his career, Leugers has earned a reputation for exceptional client service and a dedication to ongoing professional development, illustrated by his recognition as one of Forbes’ Top Best-in-State Financial Security Professionals in 20241. Leugers’ entrepreneurial spirit and client-first philosophy led him to establish his own firm while partnering with Osaic for support, unlocking more time to deliver the responsive, high-touch service his clients value.

“Dan exemplifies the growth-minded, client-centric advisor who excels on Osaic's platform,” said Kristen Kimmell, executive vice president of business development at Osaic. “We’re proud to support him as he launches and expands BlueHaven Wealth Management, leveraging our resources to help deliver valued financial guidance to his clients.”

BlueHaven is the latest in a number of advisors to join Osaic, including Ryan Grossman, who recently joined StoneBridge Advisors, and the wealth management firm Nox Numis, which chose Osaic to leverage its robust investment platform.

Osaic continues to attract high-caliber financial advisors with its advisor-centric platform, which is continually enhanced through new tech partnerships and product offerings–including the launch of CapitalHub, developed in partnership with Community Capital Technology. This recently introduced offering brings innovative marketplace technology to advisors, enhancing direct access to loan financing solutions.

For more information about Osaic, please visit Osaic.com.

About Osaic:

Osaic, Inc. (“Osaic”), a portfolio company of Reverence Capital Partners, is one of the nation’s largest providers of wealth management strategies, supporting approximately 11,000 financial professionals. Osaic’s mission is to empower entrepreneurial advisors to build thriving businesses and fulfill their clients’ dreams. Visit www.osaic.com to learn more.

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., and Osaic Advisory Services, LLC., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.

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1 The Forbes ranking of Best-in-State Financial Security Professionals is based on factors such as industry experience, credentials and compliance records, among other qualitative and quantitative data. Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings, which are determined independently. This recognition is not indicative of the advisor’s future performance and should not be construed as a guarantee of future investment success.

 

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