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


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

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

James Pellino, CPA
Chief Operating Officer

Goals-Based Planning

Forward Thinking
Forward Thinking