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

​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

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

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.