Osber, Piscitelli & Associates is a collaborative team of financial services professionals focused on making a meaningful difference in clients’ lives. With over 80 years of combined industry experience, our goal is to add value to more than your balance sheet by helping you achieve and maintain financial independence through all stages of wealth — without undue risk. Because true prosperity lasts for generations, we incorporate thorough legacy and succession planning strategies that help you pass on assets to family members or other organizations with forethought and care. In every advisory step, we focus on achieving your unique goals in the manner you desire, so you live thoughtfully for today while diligently preparing for tomorrow.

We concentrate on offering personalized service taking a goals-based approach to structuring risk-managed financial strategies. At Osber, Piscitelli & Associates, we don’t rely on conventional wisdom or other industry professionals’ opinions when forming our perspectives — rather, we leverage our team’s diverse skill sets to uncover our own cutting-edge research market insight and catalyst driven opportunities. We have also developed our proprietary investment models that address the art and science of tactical management, with truly customized, diversified and concentrated theme-based portfolios.