WELCOME TO PATRIOT WEALTH PLANNERS

BETTER TOGETHER

SCOTT OSBORN
An Independent & Fiduciary Wealth Planner

SCOTT OSBORN

An Independent & Fiduciary Wealth Planner

WE HELP OUR CLIENTS

Develop a clear, simple, strategy….and hold you accountable to implement it

Gain more confidence in their investment philosophy and behavior

Proactively reduce their lifetime tax burden

Build clear income plans for retirement

Contingency plan for when things go wrong (death, disability, and nursing home stays)

Make better decisions about their money

We believe that if we’re working together, we’ll do Better Together.