Free Consultation
What to Expect.
Prospective clients come to Orchard Wealth and Legacy Management with a variety of intentions and questions, ranging from basic financial concerns to complex legacy planning needs. During our conversation, we'll learn a bit about you—reviewing your assets and your ambitions—and you'll learn whether your current plan actually is in sync with your future goals.
From the onset, we want to ensure that the match is a good one. Because we exist to serve you, one of our primary objectives for this meeting is to make sure that our set of services will meet your particular objectives—both immediately and in the future. Second to that, we want to ensure a good interpersonal chemistry. Not every potential client is the right fit for us—just as we are not always the right fit for every potential client. Ultimately, we prefer to have a smaller number of deeper relationships rather than trying to be all things to all people.
Arrange for a Consultation.
We offer free, no-obligation consultations that can be arranged by reaching out to us via phone at 609.937.8064, by filling in the consultation request form below, or by sending an email to jason@orchardwlm.com. We will contact you to make arrangements to meet, either by phone or in person. Additionally, it is not necessary to be local to our office to engage in an advisory relationship with us. We have clients across the country and are accustomed to holding remote consultations via phone. In certain instances, we will also make arrangements to come to you.
Orchard never charges any fees to a prospective client, unless you actually enlist us as your advisor and become a client. There is also no limit to the number of discussions or meetings there can be in advance of our agreement to engage in an advisory relationship. Our aim is to make you comfortable in your decision to grow with Orchard.