Our Services
"Educating investors and managing the
risk to your portfolio is our top priority."

Private Consultation | Coaching Consultation | Investor Education Workshops

Coaching Consultation

Wealth Coaching includes three 30-minute phone sessions and unlimited e-mail per month for a monthly fee. Deep discounts are available for existing clientele. Some challenges we cover in these consultation sessions include:

  • Your retirement plans have become uncertain in these economic times.
  • You need an objective point of view
  • Your own financial life is in chaos and you don’t know where to begin.
  • Difficulties brought about by your adult children in financial distress.
  • Teaching financial responsibility to your teen.
Like private consultation, we are an educated partner that guides you through the phases of your financial education to help you attain a solid foundation for life-long financial health.
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Osprey Money Management, LLC. • Registered Investment Advisory Firm • 877-650-3796 • 321-383-4005 • 918 S. Washington Avenue, Titusville, FL 32780
Osprey Money Management LLC is a Registered Investment Advisory Firm registered within the State of Florida.