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.

Osprey Private Wealth serves high-net-worth individuals, other individual clients, trusts, and estates, providing discretionary and non-discretionary investment management alongside integrated or standalone financial planning. The firm delivers services through individually managed accounts and tailors engagement scope and reporting to client needs. Osprey combines fundamental and technical analysis in portfolio construction and typically invests in liquid securities such as large‑cap equities, U.S. Treasury, corporate and municipal bonds, ETFs, and selected mutual funds, while employing limited option strategies (primarily covered calls) and margin where appropriate. Portfolio decisions are guided by client objectives, risk tolerance, tax considerations, and account constraints, and the firm can serve in fiduciary roles for family trusts and private foundations when warranted. Compared with peers, the firm manages a relatively large asset base with a small advisory team and a concentrated client roster, reflecting larger, multi‑generational and charitable relationships and a higher assets‑per‑advisor profile. The firm is newly established but led by advisors with extensive industry experience, offers integrated financial planning for managed clients without a separate planning fee in most cases, and notably does not vote client proxies while acknowledging constructive custody in certain trustee arrangements.

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.