Wealth Management Services Financial well-being for the short & long run

Our Wealth Management Group includes tax and advisory professionals focused on serving entrepreneurs, business leaders, professionals and families. Through hard work, dedicated staff and hands-on client service, we put the personal in wealth management. With ORBA, you gain the peace of mind that comes with knowing your financial well-being is in good hands.

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Whether you’re just starting out in your chosen career, approaching retirement, or are somewhere in between, you work hard to be successful. The time required to understand the complex tax and financial issues that impact you can be overwhelming. Let ORBA’s Wealth Management Group help you navigate these issues so you can build and protect your assets and meet your financial goals.

Areas of expertise include:

  • Estate and gift tax planning and compliance
  • Retirement planning and analysis
  • Cash flow planning and budgeting
  • Insurance and risk management
  • Financial forecasting and investment analysis
  • Income tax planning and compliance
  • Education funding strategies
  • Business exit planning strategies

Personal Financial Planning

  • Comprehensive personal financial planning
  • Retirement planning (including Monte Carlo analysis)
  • Social security planning
  • Life insurance planning and policy review
  • Disability insurance planning and policy review
  • Trust, estate, gift and generation-skipping tax planning
  • Review and selection of investment advisors
  • Tax implications of investments
  • Family wealth planning
  • Education funding alternatives
  • Charitable giving strategies

Tax

  • Individual income tax planning and compliance
  • Trust and estate income tax planning and compliance
  • Estate and gift tax planning and compliance
  • Analysis of conversion of qualified retirement funds from traditional to ROTH
  • Representation with the IRS, state and local taxing authorities on compliance and tax issues

Reporting

  • Prepare personal financial statements
  • Estate distribution and liquidity analysis
  • Investment and investment advisor analysis and review
  • Asset protection planning
  • Preparation and periodic review of personal financial planning documents
  • Business exit planning strategies
  • Family office reporting
  • Secure, cloud-based storage for important legal, estate planning and financial documentation

Wealth Management Services

Guides

ORBA will gladly provide you with hard copies of the useful guides listed below. Select which guides you would like to receive and submit the form below.

  • Tax Pocket Guide
  • Tax Planning Guide
  • Records Retention Schedule
  • Auto, Travel & Business Log

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Forward Thinking