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Matthew O

CFP®, Series 63, Series 65

Charleston, SC

Stillwater Private Wealth

Matthew Ohrenich is a CFP® with seven years of experience in financial advising. He is currently with Stillwater Private Wealth, where he has worked since 2026. His prior experience includes roles at Ethos Financial Group and The Fairman Group. Ohrenich is also the owner of Pioneer Private Wealth, an investment-related business based in Boulder, Colorado. Stillwater Private Wealth, founded in 2025, serves individuals, families, business owners, and employer plan sponsors. The firm offers discretionary wealth management, financial consulting, and retirement plan advisory services, employing a diversified investment approach that integrates quantitative and qualitative analysis with ongoing portfolio monitoring.

Private / alternative investments Options & derivatives strategies Real estate investing Cash flow / budgeting Debt management
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James B

Series 65

Mt. Pleasant, SC

Stillwater Private Wealth

James Behr Jr. is a financial advisor at Stillwater Private Wealth with 11 years of industry experience. He holds a Series 65 designation and has previously worked at Blue Bell Private Wealth Management and Ethos Financial Group, LLC. Outside of his advisory role, he owns Palm Harbor Advisors, LLC, a business unrelated to investing. Stillwater Private Wealth is an independent SEC-registered investment adviser serving individuals, families, business owners, and employer plan sponsors. The firm offers discretionary wealth management, financial consulting, and retirement plan advisory services, constructing portfolios using a broad range of securities and employing both quantitative and qualitative analysis.

Private / alternative investments Options & derivatives strategies Real estate investing Cash flow / budgeting Debt management
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Bruce O

CFP®, Series 63

Allenton, PA

Stillwater Private Wealth

Bruce Ohrenich is a CFP® professional with 46 years of experience in the financial services industry. He is currently with Stillwater Private Wealth, where he has worked since 2026. Prior to this, he spent 37 years with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent, Inc. Outside of advisory work, he is involved in insurance sales, including life, disability, and long-term care insurance. Stillwater Private Wealth, founded in 2025, is an independent SEC-registered investment adviser serving individuals, families, business owners, and employer plan sponsors. The firm offers wealth management, financial consulting, and retirement plan advisory services, utilizing a combination of quantitative and qualitative analysis to construct diversified portfolios.

Private / alternative investments Options & derivatives strategies Real estate investing Cash flow / budgeting Debt management
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Seth B

Series 63, Series 65

Allentown, PA

Stillwater Private Wealth

Seth Bittner is a financial advisor at Stillwater Private Wealth with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Ethos Financial Group, Innovation Partners, Mercap Securities, Almanack Investment Partners, Penn Mutual Life Insurance, and Hornor Townsend & Kent. Outside of advising, he is involved in life and annuity insurance product sales through his roles in multiple insurance brokerages. Stillwater Private Wealth is an independent SEC-registered investment adviser serving individuals, families, business owners, and employer plan sponsors. The firm offers discretionary wealth management, financial consulting, and retirement plan advisory services, managing portfolios across a broad range of securities with a focus on quantitative and qualitative analysis combined with modern portfolio theory.

Private / alternative investments Options & derivatives strategies Real estate investing Cash flow / budgeting Debt management
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