Family Wealth and Financial Independence

Our Advisors

WELCOME TO ORAM SPELLISCY FAMILY WEALTH MANAGEMENT

You’ve worked hard building financial independence for you and your family. Volatile markets, world events and other such forces regularly challenge both your results and your resolve. At the same time, your work, family and other daily demands grow – swinging attention back and forth between competing priorities. How can you successfully navigate such challenges towards the results you deserve?

At Oram Spelliscy Family Wealth Management, we specialize in smoothing your journey towards financial independence. With over 170 years of combined industry experience, our advisors have helped hundreds of families successfully stay on track despite numerous events and cycles. Whether for investment management, insurance protection, retirement or estate planning, we focus on reaching your goals while avoiding costly errors. Our partnership with Raymond James adds the resources and strength of an industry leading firm that shares our focus on putting your interests first.

The goal of our advisors and corporate partners is for all clients to feel well guided and well guarded along their journey to financial independence. Based on a foundation of confidence, competence and accountability, this approach has earned us the privilege of working with some clients for decades and with up to four generations of the same family.

We invite you to read and learn more about our office then, if appropriate, reaching out to schedule an introductory meeting with the advisor or your choice.

Appreciating your worth …