Some Exciting Reasons to Stay on Track and Build Wealth
At Orchid, you will get considerate, one on one care about every detail of your financial portfolio and a retirement income plan which will result in something of beauty for you to enjoy and share with the next generation. Or perhaps you are looking to put your money where your heart is with ethical investment portfolios, you will get up to date innovative information to help you make the best decision for you or your business.
Orchid is based in Palo Alto, California right in the heart of Silicon Valley one of the greatest economies in the world. We believe that wealth can be achieved over the long run by investing in the stock market. Wealth may be generated slowly and steadily by utilizing a trusted investment advisor that helps you create a financial plan and helps you stick to that plan.
Orchid Wealth Management was created to provide a trusted source of investment advice to people that are serious about achieving wealth. We are different from other advisors in that we limit the number of clients we work with in order to better service each client.
We also are a Fee-Only Investment Advisor Firm and not Broker Dealers; this means that we are not paid commissions to sell you suitable products which may happen to pay a hefty commission. Instead we work with you for a pre-determined annual fee and our interests are always aligned with yours. We are a Fiduciary Financial Advisor, your best interests are our best interests and we are held to the "fiduciary standard".
Orchid is based in Palo Alto, California right in the heart of Silicon Valley one of the greatest economies in the world. We believe that wealth can be achieved over the long run by investing in the stock market. Wealth may be generated slowly and steadily by utilizing a trusted investment advisor that helps you create a financial plan and helps you stick to that plan.
Orchid Wealth Management was created to provide a trusted source of investment advice to people that are serious about achieving wealth. We are different from other advisors in that we limit the number of clients we work with in order to better service each client.
We also are a Fee-Only Investment Advisor Firm and not Broker Dealers; this means that we are not paid commissions to sell you suitable products which may happen to pay a hefty commission. Instead we work with you for a pre-determined annual fee and our interests are always aligned with yours. We are a Fiduciary Financial Advisor, your best interests are our best interests and we are held to the "fiduciary standard".
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Orchid Focuses On Values Based InvestingValues 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 investing that keep you aligned with your conscience.
" Money is love."
Nick Murray |
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What makes Orchid Wealth Management
"Long-term investment success is almost totally a function of how one emotionally handles declines in the equity market, as opposed to how one's portfolio handles them."
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Three Common Questions Answered
1. I do my own investing why do I need a financial advisor?
You can get on your own bike, but having a financial advisor like Orchid Wealth Management adds a whole new level of confidence to help you out if you get a flat tire. Retirement plans are not the only thing that financial advisers do. Orchid Wealth Management can help you achieve multiple goals. According to a recent Forbes article, having a well thought-out financial plan can increase your retirement savings up to 250% more than those without a financial plan in place. It has been shown recently that the 20-year annual compound rate of return of the average large cap equity mutual fund in the U.S. is 10.81%, and the average return realized by the average equity mutual fund investor is 4.48%. Having a trusted advisor can help you achieve your retirement goals.
2. What does Orchid Specialize in?
We specialize in Retirement Income Planning and help to ensure that you have plenty of money and purchasing power in your retirement years. We look at the long-term big picture are not distracted by the daily ups an downs of the markets. We help you create wealth via long-term investment in equities. We believe that wealth is created by being an owner not a loaner. Additionaly, we work with you to tailor a portfolio and select investments based on your personal values. Most importantly we keep you on track and help to prevent big investment mistakes. These are simple but powerful wealth building actions.
3. My Employer manages my money, can I still have a financial planner?
Yes! Even if you have a financial plan in place and a retirement income plan, financial advisers can still add value. Right now you are focused on day-to-day life, paying rent, feeding your family, taking care of your home and vehicles. This can cause short-term thinking and planning, what Orchid can do is widen your horizon and prepare you for those critical decisions when you need to make long-term retirement choices. Orchid can provide guidance to help and remind you to stay on track. Especially when changing jobs or careers, Orchid can help keep it all together so you can achieve your goals.
You can get on your own bike, but having a financial advisor like Orchid Wealth Management adds a whole new level of confidence to help you out if you get a flat tire. Retirement plans are not the only thing that financial advisers do. Orchid Wealth Management can help you achieve multiple goals. According to a recent Forbes article, having a well thought-out financial plan can increase your retirement savings up to 250% more than those without a financial plan in place. It has been shown recently that the 20-year annual compound rate of return of the average large cap equity mutual fund in the U.S. is 10.81%, and the average return realized by the average equity mutual fund investor is 4.48%. Having a trusted advisor can help you achieve your retirement goals.
2. What does Orchid Specialize in?
We specialize in Retirement Income Planning and help to ensure that you have plenty of money and purchasing power in your retirement years. We look at the long-term big picture are not distracted by the daily ups an downs of the markets. We help you create wealth via long-term investment in equities. We believe that wealth is created by being an owner not a loaner. Additionaly, we work with you to tailor a portfolio and select investments based on your personal values. Most importantly we keep you on track and help to prevent big investment mistakes. These are simple but powerful wealth building actions.
3. My Employer manages my money, can I still have a financial planner?
Yes! Even if you have a financial plan in place and a retirement income plan, financial advisers can still add value. Right now you are focused on day-to-day life, paying rent, feeding your family, taking care of your home and vehicles. This can cause short-term thinking and planning, what Orchid can do is widen your horizon and prepare you for those critical decisions when you need to make long-term retirement choices. Orchid can provide guidance to help and remind you to stay on track. Especially when changing jobs or careers, Orchid can help keep it all together so you can achieve your goals.
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1. Financial freedom to do what you want in life.
2. Pass on a legacy to your children. 3. Freedom to share your wealth with charities that you deem worthy. 4. The sooner you start the sooner you save! “In the long run, it’s not just how much money you make that will determine your future prosperity. It’s how much of that money you put to work by saving it and investing it.” - Peter Lynch |
Schedule a free consultation appointment today!
Call Seth Swenson personally at (650) 334-6104 Thank you! |
