Wagner Advisory Group

Orca Wealth Management, located in New Port Richey, FL, is a registered investment adviser with over 30 years of experience specializing in asset management for successful families and business owners. The firm focuses on building, preserving, and transferring wealth through personalized, fiduciary services and an emphasis on long-term relationships. Led by Certified Portfolio Manager Ken Ouellette, Orca Wealth Management provides a range of services including retirement planning, tax management, and estate planning. Their approach combines industry-leading technology with a boutique family office model, ensuring optimal financial opportunities for clients while navigating the complexities of today's financial landscape. Generated from the website

One Team Financial Group is a financial services firm based in Tampa, FL, specializing in providing personalized financial solutions to individuals and businesses. With a focus on comprehensive financial planning, investment management, and retirement strategies, One Team Financial Group aims to help clients achieve their long-term financial goals. Generated from their business information