“The best time to plant a tree was 20 years ago. The second best time is now.” 

~Chinese Proverb          

Much like the branches of a well-rooted and enduring mature tree, Orchard Wealth and Legacy Management strives to be a source of strength and support in our clients' lives—during both the stable and challenging times alike. As such, we seek to deliver the most suitable holistic financial solutions that are guided by the product of careful research, a thoughtful and comprehensive understanding of your unique set of circumstances and end-goals, and the seamless integration of your other expert advisors from inter-related disciplines. Being a smaller, independent  Registered Investment Advisor (RIA) firm, we are able to operate with the strictest sense of fiduciary responsibility—never any hidden commissions or fees and no endorsed investment products. And we never forget that we exist to serve you, operating as both trusted advisor and confidant.