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Individuals

Our clients have access to a range of comprehensive services that are all rooted in care, compassion, and quiet privacy. We are committed to providing a broad range of services at no charge beyond our advisory fee, including:

Investment Management

At Orgel Wealth Management, we believe that investment decisions should be made free of the conflicts of interest that arise when investment professionals are incented to sell – not serve. Our dedicated, in-house investment research team closely collaborates with our relationship professionals to create customized portfolios that meet our clients' needs and expectations.

Financial Planning and Education

Comprehensive wealth management involves more than well-designed investment portfolios. Successful outcomes are the product of education, thorough planning, and consistent discipline. Our approach to financial planning begins with assisting our clients in the establishment of financial and lifestyle goals, leading to the development of a formal plan designed to provide directional guidance through all stages of our clients’ lives.

Tax Advisory Services

We are committed to helping clients understand the erosive effect taxes can have on income and wealth creation and retention. Our team of tax specialists and investment professionals will assist with the implementation of effective tax management and optimization strategies in coordination with our clients’ tax professionals.

Estate Planning Assistance

Our team of estate planning specialists seek to make estate planning accessible and understandable. Recognizing that estate planning is more than the creation of legal documents, our goal is to partner with our clients and their legal professionals in the development of effective, personalized strategies which provide the peace of mind that comes from knowing your family, legacy, and charitable objectives are secure.

Risk Management and Insurance Strategies

Planning for known and unknown risks requires a thoughtful assessment of probabilities, tolerance, and costs. Orgel Wealth Management is available to analyze insurance coverages and develop comprehensive, cost-effective insurance and asset protection strategies to safeguard our clients’ assets.