Orca Wealth Management
Orca Wealth Management, based in New Port Richey, FL, specializes in providing tailored financial services to successful families and business owners, focusing on building, preserving, and transferring wealth. With over 30 years of investment experience, they emphasize personalized service and long-term relationships, leveraging industry-leading technology to create optimal financial strategies.
Founded by certified portfolio manager Ken Ouellette, Orca Wealth Management offers a variety of services, including retirement planning, tax management, and estate planning. Their podcast, "A Life Well Lived," aims to guide listeners through the complexities of modern finance, offering practical advice for navigating financial challenges.
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