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Wealth Services

Services for any stage of life.

What kinds of wealth services does Orion Capital provide? The answer is—almost anything! Our advisors have an extensive track record providing investment, financial planning and insurance services to individuals, business owners and those in the entertainment industry. The services we provide depend entirely on your current needs, your future aspirations, and what you’d like taken off your plate. In addition to serving as your on-call investment professional, we can help you plan for the future, allocate resources, protect assets and manage your estate.

Many of our clients are focused on preserving wealth, preparing for retirement, supporting future generations, or coordinating multiple financial priorities. Our role is to help bring those moving pieces together through a comprehensive planning approach.

At Orion Capital, we're dedicated to helping investors at all stages develop a financial plan that matches their life plans. Because your life is dynamic, so is our approach. We’ll work closely with you to evolve your investment strategy over time as your needs, and life, changes. We regularly review your financial plan and investment strategy and recommend changes when appropriate to help keep your strategy aligned with your evolving goals and circumstances.

With several offices in the western U.S., we have a diverse client base and are equipped to serve clients both regionally and nationally. Whether you turn to us for a comprehensive investment strategy or for consultation on a specific financial complexity, our services are always highly personalized, and our advice is informed by our deep expertise serving clients in California, Nevada and throughout the United States.

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Investments

  • Alternatives
  • Annuities
  • Cash Management
  • Equities/Stock
  • Exchange Traded Funds (ETF’s)
  • Fixed Income (Tax-Fee & Taxable)
  • Mutual Funds
  • Professional Portfolio Management
  • Sustainable Investing
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Insurance

  • Long-Term Care Insurance
  •            Life Insurance
  • Disability Income Insurance
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Retirement Planning

  • Social Security Strategies
  • Tax-Sensitive Investing
  • Wealth Transfer Strategies
  • Educational Planning
  •  Budgeting/Lending
  •  Qualified & Corporate   Retirement Plans
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Wealth Management FAQs

What is wealth management?

Wealth management is a comprehensive approach to helping individuals, families, business owners, and executives coordinate the financial decisions that shape their future. It often includes investment management, retirement planning, estate planning, insurance planning, tax-aware strategies, and wealth transfer considerations. At Orion Capital, we take the time to understand your goals, priorities, and financial complexities so we can help create a personalized strategy designed to support your long-term objectives.

How is financial planning part of a wealth management strategy?

Financial planning serves as the foundation of many wealth management relationships. A financial plan helps identify your goals, evaluate your current financial situation, and establish strategies for areas such as retirement, education funding, risk management, and cash flow planning. Wealth management then helps coordinate those strategies with investment management, insurance solutions, estate planning, and legacy objectives to create a more comprehensive approach.

How often should I update my financial plan?

Financial plans should be reviewed regularly and whenever significant life events occur. Retirement, career changes, the sale of a business, inheritance, marriage, divorce, or major market events can all affect your financial priorities. Regular reviews help ensure your financial plan and investment strategy continue to reflect your goals, needs, and evolving circumstances.

How can wealth management help prepare for retirement?

Preparing for retirement involves more than simply saving money. A retirement strategy may include evaluating income sources, investment allocations, healthcare expenses, Social Security timing, tax considerations, insurance needs, and legacy goals. At Orion Capital, we help clients develop personalized retirement strategies that align with their lifestyle goals, financial resources, and long-term priorities.

What financial services should business owners consider?

Business owners often have financial planning needs that extend beyond their personal finances. Important considerations may include business succession planning, executive compensation, retirement plans, key person insurance, life insurance, investment management, and wealth transfer strategies. A coordinated plan can help business owners align their personal financial goals with the future of their business.

How can I help preserve wealth for future generations?

Preserving wealth often requires thoughtful planning and coordination. Investment management, estate planning, insurance strategies, beneficiary reviews, and family communication can all play a role in helping transfer wealth efficiently and according to your wishes. At Orion Capital, we help families evaluate strategies designed to support long-term legacy goals and future generations.