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 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
Wealth Strategy Director
James Pellino, CPA
Chief Operating Officer
