Family Wealth and Financial Independence

Welcome to the website of Oram Spelliscy Family Wealth Management. We appreciate you taking the time to learn more about us and encourage you to review the pages and links within our site. If after reviewing these you would like to learn how our approach might fit your more specific needs, we welcome your inquiry by phone or email and, if preferred, can arrange for a personal information meeting with one of our advisors.

Your life is busy and work, family, interests, commitments or hobbies compete for your time and attention. Ideally, your financial decisions offer a growing freedom to indulge these priorities in greater and more preferred amounts. However, scarcities of time and good information along with an ever changing investment landscape may worry you that the best decisions are not always being made. You need trusted, capable assistance in aligning all of your financial concerns with your current goals and ultimate hopes.

“The seven deadly, clothing, firing, rent, taxes, respectability and children. Nothing can lift the seven millstones from a man’s neck but money; and the spirit cannot soar until the millstones are lifted.”
– George Bernard Shaw

When our situation offers freedom from stress, we experience the benefits of true financial independence; the freedom to make decisions purely due to preference and not just because of necessity. A trusted advisor must clearly understand your vision of this goal and then be capable of helping you build, protect and enjoy it successfully.

At Oram Spelliscy Family Wealth Management, our experience, expertise and independence underline our worthiness to be trusted advisors. Whether offering investment, insurance, retirement or estate planning advice, our perspective is both comprehensive and progressive. Our clients enjoy their busy lives knowing that their financial concerns are well guided and well guarded.