Brent Holcombe Launches Independent Firm Chocorua Wealth Management With Support From Osaic Wealth
New firm will provide planning-led wealth management services to individuals, families and business owners
Brent D. Holcombe, CFP®, has launched Chocorua Wealth Management,an independent wealth management firm focused on helping individuals, families and business owners pursue their financial goals through personalized financial planning, investment management and long-term guidance.
Based in Albany, N.H., Chocorua Wealth Management is affiliated with Osaic Wealth, Inc. (“Osaic Wealth”), one of the nation’s largest providers of wealth management strategies, and is supported by Innovative Financial Group (“IFG”), Osaic Wealth’s largest Office of Supervisory Jurisdiction supporting independent financial advisors nationwide.
Holcombe brings more than three decades of financial services experience to the new firm. Throughout his career, he has helped clients navigate complex financial decisions across retirement planning, investment management, estate planning coordination and multigenerational wealth transfer strategies.
