A complete list of active advisors currently associated with Orchard City Wealth Management, LLC

Warmer can help you find a great advisor at Orchard City Wealth Management, LLC or one who fits your needs even better.

Orchard City Wealth Management is a small, state-registered advisory firm serving individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, small businesses, and employer retirement plans. The firm offers integrated wealth management combining financial planning (retirement, estate, cash‑flow, employee benefits, and tax planning) with ongoing investment management and pension consulting. The firm typically constructs client portfolios around passive, asset‑allocation strategies using index mutual funds and ETFs, while also applying fundamental and technical analysis and, when appropriate, engaging outside managers. OCWM implements client‑specific investment policy statements and provides discretionary account supervision together with periodic plan reviews and coordinated tax and estate advice. Noteworthy aspects for a firm of this size include managing roughly $116 million for about 55 clients, a client base size that implies relatively concentrated assets per client and a small‑team servicing model. The firm provides retirement‑plan consulting that includes a “micro planning” option of annual 30‑minute one‑on‑one meetings for plan participants, and its lead advisor holds combined financial planning, tax (EA), and life‑planning credentials, supporting a more integrated tax and behavioral planning capability than is typical among peers.

To learn more about the advisors currently working at Orchard City Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.