Tax-Managed Strategies Managing taxes to keep your money working for you

Taxes are often one of the largest expenses faced by high net worth individuals and families. ORBA Wealth Advisors deliver proactive, tax-efficient strategies. Our solutions are designed to help you keep more of your hard-earned money working for you. Our income and transfer tax expertise is part of a holistic, integrated financial planning process that we call full-circle support.

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Areas of expertise include:

  • Asset allocation management among taxable and tax-deferred accounts
  • Withdrawal strategies from taxable and tax-deferred accounts
  • Tax strategies for concentrated investment holdings
  • Planning for low and no basis investments
  • Coordination of capital gain recognition
  • ROTH IRA conversions
  • Tax effective gifting strategies
  • Estate, gift and generation skipping tax planning
  • Social security optimization
  • State and local tax planning


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

Tax-Managed Strategies

Forward Thinking
Forward Thinking