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 provides integrated wealth management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses, delivering combined financial planning, tax planning, and investment management rather than investment management as a standalone offering. The firm works with a relatively small client base and emphasizes personalized plans that address retirement, estate, cash flow, employee benefits, and business planning needs. The firm primarily practices passive investment management, building diversified portfolios using index mutual funds and ETFs to achieve asset-class exposure with low turnover and tax efficiency, while also employing fundamental and technical analysis when sector or security selection is appropriate. OCWM documents client objectives in individualized investment policy statements, maintains discretionary trading authority for managed accounts, and may engage third-party advisers after due diligence. OCWM is run by a single advisory professional managing roughly $116,119,975 in discretionary assets across about 55 client relationships, an operational model that is less common among supported firms of this type. In addition to household wealth services, the firm offers retirement plan and pension consulting (including annual 30-minute one-on-one “micro planning” meetings for plan participants) and provides occasional educational seminars, reflecting a broader service mix than many single-advisor practices.

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.