New Massachusetts-Based Wealth Advisor Takes Flight

Editorial Staff

18 August 2025

A former partner and financial advisor at US-based Canby Financial Advisors, an affiliate of Commonwealth, is launching a new, independent firm – Spear Wealth Management.

The business, created by Joelle Spear, is based in Framingham, Massachusetts, and oversees about $170 million in assets under administration.

As part of the launch, Spear is affiliating with Osaic and joins IFG, one of Osaic’s offices of supervisory jurisdiction.

“Osaic stood out as the right home to embark upon this next chapter,” said Spear.

Spear is a certified financial planner and has more than two decades’ experience. She concentrates on working with clients navigating life transitions such as retirement, divorce or the loss of a loved one.

Recent additions to the Osaic cluster of affiliate firms include PATH Financial Partners, bringing specialized planning to Florida’s public sector employees; BlueHaven Wealth Management, a $400 million firm launched by veteran advisor Daniel Leugers; and Innovative Wealth, a $700 million team focused on succession planning in which Osaic made a strategic majority investment.