Cetera Welcomes Mike Zawatsky and Oasis Asset Management
In an exciting development for the financial services industry, Cetera has welcomed veteran financial advisor Mike Zawatsky and his dedicated team from Oasis Asset Management. With a remarkable portfolio consisting of approximately $600 million in assets under administration, this move signifies a significant expansion of Cetera's advisory capabilities.
Why Oasis Asset Management Chose Cetera
The decision to join Cetera was not made lightly. Zawatsky and his team embarked on a thorough review process, seeking an organization that not only offers extensive resources but also shares a commitment to providing boutique and personalized financial services. After evaluating numerous firms, they found a perfect match in Cetera, particularly in the Summit Financial Networks community, known for its tailored approach to client relationships.
The Importance of Personal Connections
Zawatsky emphasizes the importance of the relationship they build with clients, referring to them as 'friends' rather than clients. This philosophy led them to search for a partner that aligns with their standards of exceptional service. The intimacy of the Summit network, combined with Cetera’s extensive resources, made it the ideal choice. Zawatsky remarked on the significance of their Home Office Visit with the Summit team, stating the direct interactions gave them confidence in their decision.
Summit’s Approach to Client Relations
At the heart of Oasis Asset Management’s strategy is a commitment to equality in client service. Zawatsky explained that regardless of whether clients have $50,000 or $50 million, they receive the same level of attention and care. This principle is mirrored in the support his team has received since joining Summit, where personalized service is paramount.
Leadership at Cetera Recognizes Oasis Team's Commitment
Upon welcoming Zawatsky and the Oasis team, Tom Halloran, the Cetera Advisor Channel Leader, commented on their dedication to client service. He praised the considerable experience of Zawatsky’s team and highlighted their potential to serve as a model for fellow advisors. The way they treat every client with compassion and integrity is truly commendable.
What Cetera Offers
Cetera Financial Group operates as a premier Wealth Hub for independent advisors. With a flexible affiliation model, Cetera enables financial professionals to thrive while offering vital support along the way. This network is robust, consisting of nearly 12,000 advisors and institutions, ensuring they have everything needed to grow and scale their businesses effectively.
Unlike many traditional independent broker-dealers, Cetera promotes authentic choice through a blend of advanced technology, integrated wealth solutions, and a community-focused culture. This multi-faceted approach fosters a business environment where consistent and scalable growth is achievable.
Impressive Financial Statistics
As of mid-2025, Cetera manages close to $590 billion in assets under administration, alongside $263 billion in assets under management. Cetera has built a reputation for excellence, evidenced by over 40,000 advisor reviews and a striking 4.8 out of 5 satisfaction score from clients.
Conclusion
In summary, the inclusion of Mike Zawatsky and Oasis Asset Management Group within Cetera reflects a shared vision for client-centered financial services. Their commitment to treating all clients with respect and providing exceptional personalized service exemplifies the kind of values that underpin successful advisory practices. As Ellenor's journey illustrates, investing in strong relationships is key to both advisor and client success.
Frequently Asked Questions
Who is Mike Zawatsky?
Mike Zawatsky is a veteran financial advisor who has recently joined Cetera from Oasis Asset Management, bringing extensive experience in client services.
What is Oasis Asset Management Group?
Oasis Asset Management Group, Inc. is a financial advisory firm led by Mike Zawatsky, focusing on providing tailored services to its clients.
What does Cetera offer financial advisors?
Cetera offers a comprehensive platform with support, technology, and a community-driven culture designed to help advisors grow their businesses.
What is the philosophy behind Oasis Asset Management?
The firm is dedicated to providing 'white-glove' service, treating all clients with equal respect regardless of their wealth.
How does Cetera rank in client satisfaction?
Cetera has received over 40,000 reviews from advisors, with an impressive 4.8 out of 5 satisfaction score, indicating strong approval from its network.
