A CLIENT FIRST PHILOSOPHY

Osborne Levell Wealth Management is an independent wealth management firm and a member of the Wells Fargo Advisors Financial Network.  As a full-service investment firm we are focused on helping investors prepare for and succeed in retirement.  Located in Southwest Florida, our team brings over 80 years of combined investment experience to help our clients successfully navigate through life’s financial challenges with an emphasis on:

  • Planning and Advice
  • Retirement Planning
  • Advisory Services
  • Asset Management
  • Estate Planning Strategies
  • Trust Services
  • Insurance and Annuities

A SECOND OPINION

Even if you already have an investment advisor, it never hurts to get a second opinion.  We offer confidential portfolio reviews for individuals looking to better understand their investments.  To learn more, please call us at (941) 833-3272 or email us at james.levell@wfafinet.com.  We look forward to speaking with you.


 

Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Insurance products are available through non-bank insurance agency affiliates of Wells Fargo & Company and underwritten by non-affiliated Insurance Companies.