Services
Wealth Management
Grow your wealth with a disciplined, long-term strategy. We provide tailored investment planning that balances growth opportunities with risk management, ensuring your Portfolio Review is aligned with your life goals. Unlike larger firms that push one-size-fits-all solutions, our team delivers personalized guidance rooted in proven strategies and a deep understanding of your unique financial picture.
Retirement Planning
Confidence in retirement doesn’t happen by chance; it happens with a plan. Together with Ora Wealth Management Group LLC, strategies are designed to help maximize savings, create reliable income streams, and protect against outliving your assets. The approach integrates tax efficiency with investment planning and insurance solutions to safeguard your retirement so you can retire not only comfortably but also securely.
Tax Planning
As a Certified Public Accountant, we go beyond traditional financial advising by offering proactive tax planning strategies that minimize your taxes today and in the future.
Estate Strategies
From estate strategies to charitable giving and business succession planning, we help preserve what you’ve built and ensure your legacy carries forward. We work closely with your attorney to develop Estate strategies to help you protect your loved ones and pass on your wealth.
Investment Products
- Stock Selection
- Bonds, CDs and other Fixed-Income Investments
- Mutual Funds
- Non-Retirement Accounts (Individual, Joint, Trusts)
- Exchange-traded Funds
- Donor Advised Funds
For more information about LPL Financial, visit www.lpl.com.
Ora Wealth Management Group LLC utilizes LPL Financial (member FINRA/SIPC) as its custodian.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA and SIPC