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 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

Goals-Based Planning

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Firms News

01.21.19

Alexandra Coquoz Featured in Crain’s People on the Move
Alexandra Coquoz is featured in Crain's Chicago Business'  People on the Move newsletter. Crain's People on the Move highlights professionals undergoing Chicago-area job changes, promotions and board appointments. The Crain's profile is below:

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Media Mentions

01.10.19

Various Media – ORBA Wealth Advisors Announces Launch

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seminars & events

11.21.19 11:30am - 1:15pm

The Quality of Life: The Next 8,000 Days

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Forward Thinking