Client Portal

Please sign in to your account:

Email:
Password:
Forgot your password?
powered by Citrix ShareFile

Call us: (800) 748-4159


Check our background on FINRA's BrokerCheck

Sam Osborne, EA, RFC®

Tax & Wealth Advisor
Tax Operations Manager

Sam Osborne

After getting married in May 2014, Sam and his wife relocated to Southern California from Madison, Wisconsin - "retiring" from his time as a regionally touring musician to pursue the opportunity of tax and wealth advising with the firm. Soon after starting with NCH Tax & Wealth Advisors in August 2014, he obtained his Enrolled Agent's license. Sam enjoys helping his clients work towards improved financial futures, ensuring they are protected and respected along the way.

Sam specializes in individual, trust, and expatriate tax preparation along with personal wealth management for his clients. In addition to his designation as an Enrolled Agent, he holds the Series 7, Series 66 and California Life and Health Insurance licenses. These designations and licenses allow Sam to assist his clients in the pursuit of their financial goals.

When Sam isn't taking care of his clients at NCH, he's probably at home taking care of his son Bob, who he welcomed to his world in July 2018. Sam is also a devoted husband and a doggy father to Puggle, Lt. Uhura and Yorkipoo, Miss Cleo. He can often be found camping, cycling, swimming, singing, traveling, gaming and otherwise spending time with his family.

Random Quote

Meet Our Team

Would you like to put a face to a name and get to know our wonderful staff?
Click here to Meet Our Team.

Client Portal

NCH clients can access our secure Client Portal (credentials required) for digital document transfer, storage and more.

Copyright 2014-2019 by NCH Tax & Wealth Advisors
Privacy Policy | Disclaimer | Contact | Client Portal
INDEPENDENT CONTRACTOR OF MONEY CONCEPTS INTERNATIONAL, INC.
All Securities through Money Concepts Capital Corp.  Member FINRA/SIPC
11440 N Jog Rd., Palm Beach Gardens, FL  33418  Tel: (561) 472-2000
NCH Wealth Advisors and Money Concepts are not affiliated.