ORBA Wealth Advisors offer a range of asset management services that are designed for all levels of risk tolerance. Whether you are looking for wealth preservation or wealth accumulation strategies, our planning-based process delivers a custom portfolio suitable for families with different income needs, planning goals, tax considerations and risk tolerances.

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Our portfolios are designed for clients with needs that require creativity, collaboration, and communication.  We believe in using well thought out and well diversified strategies to manage every aspect of our client’s wealth. No matter how large or small, every client receives our firm’s best thinking to control risk and exploit opportunities in the market.

  • Investment Policy Statement (IPS) geared to you
  • Asset allocations based on your IPS
  • Passive and active investment strategies
  • Corporate stock options planning
  • Tax efficient investment strategies
  • Socially responsible investment strategies



Collin Woulfe
Private Client Associate

James V. Petitpren, II
Executive Private Wealth Advisor & Chief Investment Officer

Luke M. Schillo
Director of Planning and Portfolios

Alexandra A. Coquoz
Private Wealth Analyst

Asset Management

Forward Thinking
Forward Thinking