Orca Wealth Management

Skilled Asset Management

Over 30 years of investment experience
Fiduciary

Personalized Service

Speak to a real person
Get immediate feedback

Long Term Relationships

Decades of relationships with clients
Using industry leading technology to provide optimal opportunities

Boutique Family Office

Lifestyle services
Generational planning

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About

Orca Wealth Management

We work with a select group of successful families and business owners assisting them in building, preserving and transferring wealth. With the plan in place, clients can focus on living the one life they have in the best way they can without undue financial sacrifice or over exposure to risk.

The Podcast

A Life Well Lived

Welcome to A Life Well Lived: Grow, Preserve and Transfer Your Wealth with Ken Ouellette CPM® Certified Portfolio Manager and founder of Orca Wealth Management. Managing wealth in today’s complex financial world can sometimes seem like an impossible task like boiling the ocean. Join Ken as he tempers the fierce waves of finance and provides suggestions and ideas about building, preserving and transferring your wealth all while helping to overcome life’s heated and oftentimes, tidal size financial obstacles. Ken will provide easy to follow steps to help you plan through your financial ebbs and flows. Don’t risk a lifetime of work and savings in today’s rip current financial environment without a clear strategy in place.

Orca Wealth Management, LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

available wherever you listen to podcasts

How We Can Help

Here are just a few of the many services we offer to help our clients.

Retirement Planning

Tax Management

Estate Planning

Education Funding

Florida Office

7701 Little Rd, Ste. 211 New Port Richey, FL 34654

North Carolina Office

4601 North Croatan Hwy.
Kitty Hawk, NC 27949

Orca Wealth Management, LLC (“Orca Wealth Management”) is a Registered Investment Adviser. Orca Wealth Management provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. Registration with the SEC does not imply a certain level of skill or training. PLEASE READ THESE TERMS OF USE CAREFULLY. By accessing and using this website, you acknowledge that you have read, understand, and agree to be bound by all of the terms and conditions set forth below. We reserve the right to amend these terms of use from time to time by posting the amended terms on this website.

Proprietary papers and writings are the opinions of Orca Wealth Management. Other articles, links, and information presented on this website are obtained from sources believed to be reliable, but they are for informational purposes only and Orca Wealth Management does not guarantee their timeliness or accuracy.

NO OFFER, INVESTMENT ADVICE, OR PERFORMANCE GUARANTEES

All written content is for informational purposes only and may not constitute a complete description of available investment services or performance. Neither the information nor any opinion expressed on this website constitutes an offer by Orca Wealth Management to buy or sell any securities or financial instruments, or to provide any investment advice or service. The services, securities and financial instruments described on this website may not be available to or suitable for you, and not all strategies are appropriate at all times. The value and income of any of the securities or financial instruments mentioned on this website can fall as well as rise, and an investor may get back less than he or she invested. Foreign-currency denominated securities and financial instruments are subject to fluctuations in exchange rates that could have a positive or adverse effect on the value, price or income of such securities and financial instruments. Clients should consult their adviser with regard to any questions they may have. Nothing on this website should imply that past results are an indication of future performance. Past performance does not guarantee future performance. Independent advice should be sought in all cases.

COPY RIGHTS

The content of the Orca Wealth Management website on the Internet are protected by applicable copyright laws. No permission is granted to copy, distribute, modify, post or frame any text, graphics, video, audio, software code, or user interface design or logos.

LINKS TO THIRD PARTY WEBSITES

This website may contain links to other websites, including links to the websites of companies that provide related information, products and services. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of Orca Wealth Management. These links are solely for the convenience of visitors to this website, and the inclusion of such links does not necessarily imply an affiliation, sponsorship or endorsement. Orca Wealth Management does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Orca Wealth Management.

OUR RIGHTS IN THIS WEBSITE

Orca Wealth Management and/or our suppliers reserve all right, title and interest in and to this website and all materials, information, and compilations of information available on or through this website, as well as the domain name, design, layout, and “look and feel” of this website, the trademarks, service marks, and trade dress related thereto, and all other intellectual property and other proprietary rights embodied therein and appurtenant thereto. You agree that you will have no rights in or to any of the foregoing, express or implied, other than the rights expressly granted in these terms of use, or otherwise expressly granted to you in writing by an authorized representative of Orca Wealth Management.

DISCLAIMER OF REPRESENTATIONS AND WARRANTIES
THIS WEBSITE IS PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS. ORCA WEALTH MANAGEMENT MAKES NO REPRESENTATIONS OR WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY, REGARDING YOUR ACCESS TO OR USE OF THIS WEBSITE, OR THE PRODUCTS, SERVICES OR INFORMATION DESCRIBED ON OR AVAILABLE THROUGH THIS WEBSITE. WITHOUT LIMITING THE FOREGOING, WE EXPRESSLY DISCLAIM ANY AND ALL REPRESENTATIONS AND WARRANTIES OF ACCURACY, COMPLETENESS, TIMELINESS, MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT OF THIRD-PARTY RIGHTS. THIS WEBSITE INCLUDES FACTS, VIEWS AND OPINIONS OF INDIVIDUALS AND ORGANIZATIONS DEEMED OF INTEREST. NOTHING CONTAINED ON THIS WEBSITE SHALL BE CONSTRUED AS AN ENDORSEMENT OF THESE VIEWS OR OPINIONS.

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CONTACTING US

If you have questions about these terms of use, the content of this website, or to obtain a copy of our Privacy Policy, please contact:

Orca Wealth Management

Attention: Chief Compliance Officer
ADDRESS: 7701 Little Rd, Ste. 211 New Port Richey, FL 34654

PHONE: 727-938-1600

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