Osaic Wealth Form CRS

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC.  Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Insurance products are offered through many fine carriers. New Thought Financial Group, PLLC is a legal entity and Lorelle Farber is the sole member. 

This communication is strictly intended for individuals residing in the state(s)of AZ, CA, CO, FL, GA, HI, ID, MA, MS, MT, OH, OR, TX, WA. No offers may be made or accepted from any resident outside the specific states referenced. CA Insurance License #0G31971.


A broker-dealer, investment financial professional, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up: individualized responses to persons in a state by such a Firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

1595 NW Gilman Blvd
Suite 5
Issaquah, WA 98027
United States

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We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.