Skilled Asset Management
Over 30 years of investment experience
Fiduciary
White Glove 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.

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