Osaic Wealth Adds $400M BlueHaven Wealth Management  

Osaic Wealth has added a financial advisor from Corebridge Financial, where he oversaw about $400 million in client assets. 

Daniel Leugers, based in Hudson, OH, launched BlueHaven Wealth Management, where he will provide “personalized” financial planning, retirement planning, portfolio management, college planning, estate planning, charitable contributions, and insurance to ultra-high-net-worth and high-net-worth individuals, families, pre-retirees, and retirees.  

Leugers, who brings 25 years of industry experience to Osaic, chose Scottsdale, AZ-based Osaic for its “flexible” architecture, tools, products, and approach to fostering and deepening client relationships, the company said. 

“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,” Leugers said. “They stand 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.” 

In June, Osaic added Boston-based CW Advisors which oversees $13.5 billion in assets under management. 

Osaic Wealth oversees more than $700 billion in assets under management, serving more than 11,600 financial professionals across all 50 states, the firm said.