Our Standards of Practice and Care
At Orgel Wealth Management, going the extra mile is much more than an oft-repeated cliché. Client service means sharing knowledge—our knowledge, with that of an extensive network of professional affiliations and of clients’ experiences spanning multiple industries and generations.
We believe we are a good fit for investors who seek the insights, expertise, and broad range of financial instruments available to larger institutions without sacrificing the personalized service that such institutions cannot provide. Our services are custom tailored, affording clients the opportunity to determine the level of service that meets their needs while maintaining focus on the creation, enhancement, preservation and legacy of their wealth. Clients may rely on us in many ways that extend beyond the strict definition of wealth management to encompass large and small concerns alike. We will help a client sell their business, analyze insurance and estate plans, review a client’s home loan options, and craft a strategy to save for college-related expenses. We will recommend a restaurant and provide a professional referral. We listen and we learn and we strive; and many times each day we give our hand in friendship and appreciation to those who entrust their assets to us. Why? Because to give our time to these things informs a larger picture. We do not write off these things as the cost of doing business; this is our business. This is how we demonstrate our commitment. This is how we exemplify our trustworthiness. This is how we care.
Please Note: The scope of any financial planning and consulting services to be provided depends upon the request and needs of the client, and the terms of the engagement. Orgel Wealth Management, LLC does not serve as an attorney, accountant or insurance agent. Orgel Wealth Management, LLC does not prepare estate planning documents or tax returns, nor does it sell insurance products.