A complete list of active advisors currently associated with Osprey Private Wealth LLC

Warmer can help you find a great advisor at Osprey Private Wealth LLC or one who fits your needs even better.

The firm provides discretionary and non-discretionary investment management and financial planning for individuals, trusts, and estates, with a client base that is concentrated among high-net-worth and multi-generational families. Financial planning is offered as either an integrated feature of ongoing portfolio management or as a standalone service, and the firm will, when appropriate, serve in fiduciary roles such as trustee or officer for client trusts and private foundations. Portfolios are constructed as individually managed accounts using both fundamental and technical analysis, with primary allocations to large-cap equities, U.S. Treasury securities, corporate and municipal bonds, mutual funds and ETFs. The firm may employ limited option strategies—primarily writing covered calls and using puts for hedging—and can pursue both long- and short-term trading approaches and margin when appropriate to meet client objectives. Formed in 2024 by principals with senior roles at established wealth-management firms, the firm manages a relatively small number of client relationships for a substantial asset base, resulting in larger, bespoke engagements compared with many peers. Its willingness to accept formal fiduciary responsibilities for family trusts and private foundations and to integrate planning and investment services on a tailored basis are features that distinguish it from many similarly sized advisors.

To learn more about the advisors currently working at Osprey Private Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.