Orchid Wealth Management
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Your financial blueprint for
​freedom and prosperity starts here!


Hello and welcome!

We believe that by having a financial plan, implementing it, and sticking to it, wealth will build naturally.

Orchid Focuses On Values Based Investing

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Values based investing is an exciting opportunity to put your money where your heart is and invest in companies or industries that align with your own values. It is also an opportunity to abstain from investing in companies or industries that do not jive with your values. Not everyone shares the same values, so here at Orchid we can work with you to create custom tailored portfolios that keep you aligned with your conscience.

​We also believe that with a trusted financial advisor you are much more likely to achieve your financial goals by avoiding the two biggest financial mistakes; impatience and fear. Eliminate these and you can outperform the average investor.

Orchid Wealth Management is here to help relieve all the over thinking and stress about money. Building wealth can inspire you to do more than you ever dreamed; money is here to help enhance your life and anything is possible! 
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​"The secret to getting ahead is getting started."
                                        -Mark Twain

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You have plans for the future, now finance them!

I can help you create or improve your plan with more options and rock bottom fees. We'll review the path you've been on and then I'll show you some shortcuts you can take right now to build your savings. The sooner you start the sooner you'll get to where you want to go! 

We can start with an initial conversation on the phone or in person that which takes about 20-30 minutes. We'll determine your retirement income goals and the way to reach them. It's that easy!


For a Free consultation appointment Call ​Seth Swenson personally at
(650) 334-6104
Or email here!
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Orchid keeps you on track so your plan succeeds!

As a trusted objective professional Orchid Wealth Management will help you during the most challenging times and keep you on track. You tell us what you want and we will make sure you save on fees to get there faster than you imagined.

​Fiduciary - Orchid Wealth Management  is an independent Fiduciary Financial Advisor. Our interests are secondary to your interests. We are held to the fiduciary standard meaning that your interests are always put before ours.

​Fee-Only - Orchid is a Fee-Only Financial Advisor and is compensated by a transparent negotiated fee. We do not receive commissions or third party compensation. This ensures that we sit on the same side of the table with our clients and that our interests are aligned. 
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​Orchid Wealth Management is a California registered investment advisor.
​WEBSITE CONTENT DISCLOSURE
 
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Orchid Wealth Management unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.  

This website may provide links to others for the convenience of our users.  Our firm has no control over the accuracy or content of these other websites.




REGISTRATION INFORMATION
 
Advisory services are offered through Orchid Wealth Management; an investment advisor firm domiciled in the State of California. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.
 
Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

For information concerning the status or disciplinary history of a broker-dealer, investment advisor, or their representatives, a consumer should contact their state securities administrator.

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  • Home
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  • Individuals
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