Ostrum WealthOstrum Wealth

PRIVATE WEALTH PLANNING

Clear Wealth, Steady Growth

We help families, executives, and business owners make plain money choices. Get a plan for investing, retirement income, taxes, and legacy goals with one steady team.

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Metric 01

20+ yrs

From portfolio review to legacy plans, we help families, executives, and owners keep money working with less guesswork.

Metric 02

150+

Families and owners served

Metric 03

4.9/5

Average client rating

HOW WE WORK

A Clear Four-Step Process

Built around your goals, risk level, and tax bill.

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Monthly reviews

Portfolio Management

From $750/mo

Built around your goals, risk level, and tax bill.

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Income study

Retirement Income Plan

From $950/mo

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Quarterly checks

Tax-Aware Investing

From $850/mo

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01Family review

Estate Planning

From $1,200/mo

Set up wills, trusts, and transfer plans with your lawyer.

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02Annual review

Risk Management

From $650/mo

Check insurance gaps, cash reserves, and key-person risk.

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03Owner focus

Cash-Flow Strategy

From $700/mo

Balance pay, saving, debt, and large buys with a clear plan.

PRIVATE WEALTH SERVICES

Wealth Services That Fit Life

We learn your goals, income, taxes, and key worries.

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01

Intro Call

We learn your goals, income, taxes, and key worries.

02
02

Plan Review

We review accounts, cash flow, tax drag, and risk gaps.

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03

Build Action Plan

You get clear steps for investing, income, estate, and savings.

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04

Ongoing Check-Ins

We meet on schedule and update the plan as life changes.

REAL CLIENT RESULTS

Recent Planning Wins

Initial portfolio review One goal call each month Retirement income snapshot Tax drag check on accounts Email replies in 2 business days

Billed monthlyBilled monthly

Starter

From $495/mo

  • Initial portfolio review
  • One goal call each month
  • Retirement income snapshot
  • Tax drag check on accounts
  • Email replies in 2 business days
Most popularBilled monthly

Signature

From $1,250/mo

  • Quarterly portfolio rebalance
  • Two planning calls each month
  • Full retirement income map
  • Tax-loss and gain review
  • Cash-flow plan for paydays
  • Estate plan review with CPA and lawyer
Billed quarterlyBilled quarterly

Scale

Custom

  • Weekly portfolio oversight
  • Executive stock plan review
  • Multi-year tax plan
  • Trustee and legacy plan
  • Cash-flow model for business owners
  • Family meeting prep notes

WHAT CLIENTS SAY

Trusted by Families and Owners

Built a steady income plan after a sale and cut the drawdown stress.

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Law Firm

Retirement Paycheck for a Founding Partner

Built a steady income plan after a sale and cut the drawdown stress.

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Founder

Tax Plan for a Company Sale

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Family Office

Family Trust Review Before Probate

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Medical

Cash Flow for a Busy Practice

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Executive

Risk Check for Equity Pay

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Retirement income planning

Lena Hartwell

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Tax-aware investing

Miles Calder

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Trusts and legacy guidance

Anika Rao

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Risk and cash flow

Julian Mercer

Proof

Customer notes

Verified

“Ostrum Wealth gave us a clear plan for taxes, income, and our trust work.”

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Maren Ellis

Owner, Ellis Studio Group

Verified

“Our cash flow feels steady now, and the team keeps every review simple.”

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Grant Adler

Managing Partner, Adler Legal

Verified

“They handled our sale plan with care and kept the steps easy to follow.”

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Priya Desai

Founder, Northline Foods

Service area

New York Metro

Manhattan, Brooklyn, Queens, Jersey City, Hoboken

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Area 01

New York Metro

Manhattan, Brooklyn, Queens, Jersey City, Hoboken

Westchester County valley at golden hour with manor roofline, mist, and river bend

Area 02

Westchester County

White Plains, Scarsdale, Rye, Bronxville, New Rochelle

Blue-hour coastal ridge with shingle-roof estates above calm marsh grass and a harbor

Area 03

Fairfield County

Greenwich, Stamford, Darien, Norwalk, Westport

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Area 04

Long Island

Garden City, Manhasset, Huntington, Hempstead, Oyster Bay

The Map

Questions

Common Questions

Quick answers before visitors choose a product, service, or next step.

01Who do you work with?+

We work with families, executives, and business owners who want clear wealth plans and steady advice.

02Do you manage portfolios?+

Yes. We build and review portfolios, watch risk, and keep the mix aligned with your goals and tax needs.

03Can you help with retirement income?+

Yes. We map savings, pensions, and Social Security into a pay plan that fits your spending.

04Do you handle estate planning?+

We guide wills, trusts, and account titles, then work with your lawyer and tax pro on the details.

05How often do we meet?+

Most clients meet on a set schedule, with review calls and updates when life or markets change.

06What do you need to start?+

Bring recent statements, tax returns, and a list of goals. We handle the rest in the first review.

Short Notes on Planning

Get short notes on taxes, retirement, and portfolio moves from the Ostrum Wealth team, sent once a month.