Risk Mitigation/ Insurance Reduce stress with risk management

One of the cornerstones in building an integrated financial strategy is to manage risks that can significantly impact your current lifestyle and long-term goals. Managing risk can take many forms from establishing emergency funds to weather temporary financial setbacks, prudent investment strategies that consider tax and other risks in a holistic way, and insurance strategies that can transfer financial risk to an insurance company.

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Whether your situation is complicated by family, tax or other concerns, we can help you navigate and develop advanced risk mitigation and transfer strategies as part of a holistic financial plan designed to meet your goals and protect you and your family.

  • Insurance policy review
  • Wealth replacement strategies
  • Life insurance planning
  • Disability insurance planning
  • Long term care planning
  • Estate liquidity planning
  • Asset protection planning

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

Risk Mitigation/ Insurance

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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