Organizing Solutions, Inc. is a custom financial and wealth organizing firm serving individuals who want hands-on support achieving their financial goals. With an established reputation for professionalism and success, OSI works directly with clients to tailor financial organizing solutions for each individual client situation and need, coordinating with our clients’ wealth, tax, estate planning, insurance and legal professionals as required to ensure seamless and effective administration. OSI is led by Laurie Minerbi, an attorney for more than 30 years, who has served as counsel for Fortune 100 consumer brands, real estate, industry and non-profit organizations. Building on her personal experience managing her own family’s finances, Laurie founded OSI in 2000 to fill the need she perceived among busy colleagues and friends for a trusted, experienced professional to help administer personal daily financial matters. Laurie’s experience, developed over her evolving career, is distilled into OSI’s core values:
Information is power.
Simpler is better.
Organization adds value.
Our ability to personalize solutions is the foundation of our success. We customize what we do to fit the way our clients think, live and work. We help our clients capture and organize their financial information so they can manage their day-to-day financial lives and see the financial “big picture” that enables them to meet their financial goals.
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