Guiding Principles

Orchard Wealth and Legacy Management abides by four principles that guide the way we do business.

Our advice is clear and easy to understand.
Life is complicated enough as it is, so we strive to make sure we are always communicating in plain English, without using too much financial jargon. On those occasions when things aren’t so clear, we are also happy to explain further—just ask. Your ability to speak frankly, and without hesitation about your concerns, is part of the way we judge our success. We prefer to have open and free dialogues.

No matter the time, we have time for you.
We recognize that matters related to your finances, and the future welfare of your loved ones, are supremely important to you. Because you’ve assigned us this very important role as your legacy’s advisor, these same matters are supremely important to us as well! Know that you can count on us, and call on us, whenever you need us. We’ll always strive to make ourselves available to you. That’s a promise.

If it concerns you, it concerns us.
No two clients are ever exactly alike. Each one has their own hopes and dreams...and likely some challenges as well. Because we aim to craft an investment plan that suits these very individualistic needs and situations, we make it a priority to gain the clearest understanding possible—discussing your finances, fears, and aspirations along the way. We are your trusted partner in this very important and ongoing endeavor, and as such, you will never feel like you are just a number in our care.

You are in charge.
This is, after all, your financial legacy that has been entrusted to us for safekeeping. And we never forget that you own the orchard—we are merely its caretaker, cultivating and tending to it on your behalf. As your advisor, we strive to ensure the health, vitality, and ultimately, the optimization of your financial harvest—a role that is both humbling and a privilege.