Osprey Money Management

Osprey Money Management A company formed to educate investors and give them dependable portfolio options for their investments.

Osprey Money Management is dedicated to providing educated, experienced counsel to individuals interested in all aspects of financial planning, investment, and portfolio management for life-long financial wealth. With an established reputation for working closely with clients to build wealth using a "money map" designed to explain the graduating levels of financial understanding and expertise, fou

nder and financial advisor Kasey Claytor and financial advisor Aaron Wade give investors more confidence by finding alternatives to risky stock picking, track record investing, or guessing at market timing.

Our latest Newsletter! You Still Have Time!
04/23/2026

Our latest Newsletter! You Still Have Time!

Feeling Behind on Your Money Goals? You Still Have Time So many people come to our offices for the first time in their 40s, 50s, and beyond, feeling a little or very embarrassed. They think it’s too late; they’ve put off getting their financial house in order for so long, preparing for retiremen...

https://conta.cc/4b8OITS
03/12/2026

https://conta.cc/4b8OITS

Email from Kasey Claytor Portfolios you can have confidence in. March 5, 2026 Dear Friends and Clients, The markets are volatile right now, which isn't surprising due to the extreme headlines. Many o

The Global Rally You didn't see Coming!A timely article for you!
07/24/2025

The Global Rally You didn't see Coming!
A timely article for you!

Osprey Newsletter July 24, 2025 There is always good news and bad news. However, we rarely tune in or log in to find good news. This tends to give us the impression that things are worse than they really are. And then you have ads harking how bad the economy is, how scary, how you need their informa...

04/12/2025

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02/04/2025

So true!!!

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Dawn’s birthday is coming up soon. We celebrated today!!!! Best admin ever! ❤️
12/12/2024

Dawn’s birthday is coming up soon. We celebrated today!!!! Best admin ever! ❤️

https://ospreywealthcoaching.com/category/news/
10/22/2024

https://ospreywealthcoaching.com/category/news/

Osprey Maney Managment Newsletter October, 2024 We hope this newsletter finds everyone safe and comfortable after this awful hurricane season in the Southeast. Our offices experienced outages, and the parking lot was a complete mess, but we were very lucky in our neck of the woods. We were glad we h...

We are closed today and tomorrow to prepare for Hurricane Milton. Take care, all who are in Florida.
10/09/2024

We are closed today and tomorrow to prepare for Hurricane Milton. Take care, all who are in Florida.

Address

918 S Washington Avenue
Titusville, FL
32780

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 12pm

Telephone

+13213834005

Website

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