Goals-Based Planning a solid Game plan Delivers Confidence

Our professionals have deep planning experience with individuals and families at all stages of life and with varying goals, hopes and dreams. Through our comprehensive discovery process we learn about you and what is important to you, so we can provide you the peace of mind that comes with knowing your financial well-being is in good hands.

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Whether you are just starting out in your chosen career, approaching retirement, or somewhere in between, you work hard to be successful.  The additional time required to master the complex financial, investment and tax issues that impact you can be overwhelming. Let ORBA Wealth Advisors guide you through these complexities and help you meet and exceed your financial goals.

Areas of focus include:

  • Estate and gift tax planning and compliance
  • Retirement planning and analysis
  • Cash flow planning and budgeting
  • Insurance and risk management
  • Asset protection planning
  • Financial forecasting and investment analysis
  • Income tax planning and compliance
  • Education funding strategies
  • Business exit planning strategies

Professionals

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

Frank L. Washelesky, CPA, JD, CVA, PFS
Chief Compliance Officer

Steven H. Lewis
Financial Advisor

James Pellino, CPA
Chief Operating Officer

Goals-Based Planning

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Firms News

06.08.20

Message from Managing Director Mark Thomson
Over the past two weeks, I have watched the many peaceful protests across the City of Chicago, our local communities and across the nation. People of all backgrounds are speaking out against the continuing injustice against people of color, specifically Black people.

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Forward Thinking
Forward Thinking