Stillwater Private Wealth

Matthew Ohrenich is a CFP® professional with seven years of experience in financial advising. He is the principal advisor at Stillwater Private Wealth and has previously worked at Ethos Financial Group, The Fairman Group, and The Vanguard Group, among others. He is also the owner of Pioneer Private Wealth, LLC, an investment advisory firm operating under Ethos Financial Group. Stillwater Private Wealth serves individuals, families, business owners, and employer plan sponsors, offering wealth management, financial consulting, and retirement plan advisory services. The firm provides discretionary portfolio management across a diverse range of asset classes using both quantitative and qualitative analysis methods.

James Behr Jr. is a Series 65-licensed financial advisor with 10 years of industry experience. He is currently the sole advisor at Stillwater Private Wealth, where he has worked since 2026. Prior to that, he was with Ethos Financial Group, LLC and Blue Bell Private Wealth Management. Behr is also the owner of Palm Harbor Advisors, LLC, a non-investment-related business. Stillwater Private Wealth serves individuals, families, business owners, and employer plan sponsors, offering wealth management, financial consulting, and retirement plan advisory services. The firm provides discretionary portfolio management across a broad range of asset types using both quantitative and qualitative analysis and allows clients to impose investment restrictions as needed.

Bruce Ohrenich is a CFP®-designated financial advisor with 45 years of industry experience. He is the principal of Stillwater Private Wealth, where he has worked since 2026. Prior to founding Stillwater, he spent over three decades at Penn Mutual Life Insurance Company and Hornor, Townsend & Kent, Inc. In addition to his advisory role, he is involved in insurance sales including life, disability, and long-term care insurance. Stillwater Private Wealth serves individuals, families, business owners, and employer plan sponsors, providing wealth management, financial consulting, and retirement plan advisory services. The firm offers discretionary portfolio management using a broad range of investment options and employs both quantitative and qualitative analysis techniques to guide portfolio decisions.

Seth Bittner is a financial advisor at Ethos Financial Group, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Innovation Partners LLC, Mercap Securities, Almanack Investment Partners, Penn Mutual Life Insurance Co, and Hornor Townsend & Kent Inc. Outside of advisory work, Bittner is involved in insurance brokerage through multiple entities where he sells life, long-term care, fixed, and variable annuity insurance products. Ethos Financial Group provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and municipal entities. The firm emphasizes diversified, risk-conscious portfolio management using both quantitative and fundamental research and offers financial planning, estate planning support, and insurance recommendations through licensed agents.