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.

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 and adjust your financial plan and investment strategy to ensure it remains aligned with your goals.

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
Change Jobs, Keep Saving

Change Jobs, Keep Saving

Changing jobs? Here are ideas for keeping your retirement savings on track.

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Bull and Bear go to market

Bull and Bear go to market

Learn the difference between bulls and bears—markets, that is!

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The Right Preparation = <br/>Peaceful Retirement

The Right Preparation =
Peaceful Retirement

The simplest ideas can make a big difference over time. Here’s some tips to keep in mind.

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