
Wealth PartnersThe Berry Ospina Team
Awards and Industry Recognition




Barron's
Forbes
Welcome
At The Berry Ospina Team, we are privileged to advise a highly accomplished clientele, helping them unify multiple facets of their wealth to pursue their goals more precisely. A close-knit team, we are unified by our dedication to client well-being and our commitment to a high-performing service model that appreciates the distinctive needs of our clientele.
The clients who engage our advice tend to have busy lives and complex finances. We are skilled in helping them clarify their financial picture, discerning opportunities to grow and preserve their wealth more effectively. Many of the clients we advise are technology executives, real estate investors and entrepreneurs. Others are nonprofit organizations and institutions. To each relationship, we bring a genuine interest in what matters to the clients we advise—their goals, concerns, aspirations and needs.
Each client, we believe, has a singular story—one that we are gratified to be a part of, supporting their efforts to derive greater satisfaction and fulfillment from their wealth.
A perspective shaped by experience
The leaders of our team, Brett Berry and Reynolds Ospina, have worked with ultra-high-net-worth families for decades. As a result, they are deeply immersed in the intricacies of substantial wealth. Brett holds the CFA®certification—widely regarded as the most esteemed investment credentials in the industry. Reynolds, in turn, leads the team's financial planning initiatives, discerning the full scope of a family's holdings and identifying possible gaps, risks, redundancies and inefficiencies.
Our team is skilled in addressing the following needs:
- Tailored investment management. We look to advance the productive growth of client assets through a broadly diversified, multi-asset investment approach that is strategic, more than tactical. Our approach is both tax-sensitive and capital-gains sensitive.
- Wealth transfer initiatives. We often advise two and even three generations within a single family. Our objective is to help families capitalize on opportunities to reduce the tax burden on the passing of a patriarch or matriarch. We advance this goal through trust structures and philanthropic strategies designed to reduce their taxable estate, applying our knowledge of estate planning.
- Wealth planning. We view planning as an essential component of our outreach, allowing us to address key issues across the context of client wealth. Some of these concerns are quantitative, such as liquidity, cashflow, concentrated risk, tax analysis, pre-transaction planning and retirement planning. Others are qualitative, such as family wealth dynamics, nextgeneration stewardship, and long-term aspirations. We weigh these variables thoughtfully, helping clients uncover a more direct pathway to their objectives.
A high-achieving culture
Our overarching goal as a team is to make clients' lives easier and less stressful. Brett Berry and Reynolds Ospina are joined in this effort by our exceptional team members, Nhi Nguyen, Carson Schmick and Tricia Yu. Together, we look to deliver a client experience founded on customization and careful execution. We take pride in alleviating client stress, getting things right the first time, and reducing the administrative burdens of wealth.
Our team culture is high striving:
- We listen attentively to clients, learning from them as much as we share our own knowledge. We believe in gaining a full appreciation for a client's situation before we prescribe any action.
- We are passionate in our desire to help, tackling issues, solving problems and maintaining steady momentum on long-term initiatives.
- We collaborate well as a team, delivering a consistent experience and advancing clear communication with a client's external tax and legal intermediaries. Together, we look to have a significant, positive impact on the people we advise.
Meet Our Team
Insights

Business succession planning: Building an effective team
June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
What is a living trust?
June 3, 2025You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
The next chapter: Diving deeper into the tariff saga
May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
Where to invest cash to boost its yield
May 30, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
How parents can create financially independent adults
May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.Read Now
Finding opportunity in increasing deficits
May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read Now
J.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
Helping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
What’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
Business succession planning: Building an effective team
June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
What is a living trust?
June 3, 2025You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
The next chapter: Diving deeper into the tariff saga
May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
Where to invest cash to boost its yield
May 30, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
How parents can create financially independent adults
May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.Read Now
Finding opportunity in increasing deficits
May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read Now
J.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
Helping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
What’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now