Personal guidance...
With almost 40 years of experience in the financial services industry, Ord Private Wealth Management brings a deep understanding of wealth management and an unwavering commitment to client success. We are proud to serve individuals, families, and business owners who value personalized guidance and a disciplined approach to managing their financial future. Our longstanding presence in the industry reflects both our stability and our ability to evolve alongside the changing needs of our clients.
We understand that when it comes to your finances, peace of mind is paramount. Our team offers a comprehensive suite of wealth management services, including portfolio management, retirement planning, estate and legacy planning, tax-efficient strategies, and intergenerational wealth transfer. We work closely with clients to understand their goals, then tailor a financial roadmap that reflects both their immediate priorities and long-term aspirations. Whether you're focused on preserving your wealth, growing it, or transitioning it to the next generation, we’re here to help you navigate the journey with confidence.
For clients who prefer a hands-off approach, we offer a discretionary portfolio management service. This solution allows us to act on your behalf—within agreed-upon guidelines—so you can benefit from timely investment decisions and proactive portfolio management without the need for day-to-day involvement. It’s a service designed to provide confidence, convenience, and continuity in the management of your assets, allowing you to focus on the many other important things in life!
Whether you are just beginning to build your wealth, are looking to enhance and protect what you’ve accumulated, or are planning your legacy, we are committed to delivering advice and solutions that align with your values and vision. We invite you to connect with us and discover the difference that trusted experience, personalized service, and conservative discipline can make in your financial life.
Meet The Ord Private Wealth Management Team
