The Financial Services Network, along with West Capital Wealth Management welcomes a new financial advisor to their team and to LPL Financial, Clark Osterhout. West Capital Wealth Management (WCWM) is an independent financial planning firm located in Roseville, California through The Network’s hybrid RIA affiliation. Osterhout joins from Edward Jones.
Founding Partner Andrew Chen says when Osterhout reached out to him and colleague Angelo Theodorou asking if they were looking to bring on a new advisor, Chen didn’t hesitate. “Not only do we have the same background, we have the same philosophies,” Chen states. “We knew he’d add the right kind of experience to the team.” He believes that Osterhout espouses their firm’s most important value: “Clark cares about the client and treats the client first over revenue.”
Osterhout says that’s one of the things he loved most about changing careers over a decade ago, moving from tech and startups into wealth management. “We’re in the trust business and relationship business,” he says. “Together, we’ll find a strategy that fits and works for the client – not only for the individual, but one that helps them develop a legacy.” Moving to LPL Financial was a natural shift. “Now, I can focus on my clients and being the type of advisor I’ve always wanted to be,” Osterhout states.
In addition to his enthusiasm for joining LPL, Osterhout says he was pleased with The Network’s onboarding support, making an otherwise painful process “a smooth and quick transition.” “They did everything that they said they’d do,” he adds.
Christopher Mercado, Managing Partner with The Financial Services Network, says, “The Network is thrilled to have Clark join the team. We have no doubt that his professional expertise blended with his strong commitment to his family and community will only enhance the client experience at West Capital Wealth Management.”
The Financial Services Network (The Network), is a national enterprise office (OSJ) and multi-custodial hybrid RIA with over $16B under advisement across the organization. Assets are custodied at their affiliated broker/dealer – LPL Financial, and/or their custodial partners, including LPL Financial, Schwab, Fidelity, and TD Ameritrade. Strategic Wealth Advisors Group (SWAG) is The Network’s wholly owned RIA with over $3.5B in assets under management. The Network supports advisors who are independent and affiliate traditionally with an independent broker/dealer (for both brokerage and advisory business through the corporate RIA) through their OSJ model. The Network’s hybrid RIA, SWAG, also supports advisors who manage a Fee Only/RIA Only business as well as those in need of a Hybrid RIA.
The consultants of The Financial Services Network are registered representatives with, and securities are offered through, LPL Financial, member FINRA/SIPC. Fee-based investment advisory services may be offered through Strategic Wealth Advisors Group (SWAG) or LPL Financial. Neither SWAG nor The Financial Services Network are affiliated with LPL Financial. Schwab, Fidelity and TD Ameritrade are separate entities from LPL Financial.
Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA / SIPC.
West Capital Wealth Management and LPL Financial are separate entities.
*Based on prior business and represents assets that would have been custodied at LPL Financial, rather than third-party custodians. Reported assets and client numbers have not been independently and fully verified by LPL Financial.