Guidance Rooted in Relationships
We’re not like most financial services firms. At Old Orchard Wealth Solutions, we are relentlessly and unapologetically committed to building real relationships with every client we serve.
We ask meaningful questions—and we pay attention to what you say and what you don’t say.
Once we truly understand what drives you, we offer personalized financial strategies tailored to support your long-term goals.
We know—everyone says that. But we live it.
Part of the Family
Our connection with clients doesn’t stop after a single meeting or an annual review.
We’re often present at their retirement celebrations, birthday parties, weddings, and even their children's graduations. If it matters to our clients, it matters to us—and we show up.
That’s because we consider our clients part of our extended family—and they treat us the same way.
We believe meaningful financial guidance can only come from authentic relationships.
Our Roots Are Deep
Everyone has a place that shaped who they are.
For us, “Old Orchard” represents that place—the values, lessons, and grounding that influence how we provide financial guidance today.
Our name is a symbol of connection, tradition, and a down-to-earth approach to navigating financial life.
Our role is to support you with financial strategies that fit into your life, reflect your priorities, and evolve with your journey.
What Really Matters
Whether it’s family, a dream, or something you’ve always wanted to accomplish—we believe these things shouldn’t be delayed for “someday.”
Because “someday” often never arrives.
We take the time to uncover what truly matters to you, and we’re committed to helping you move toward those goals—now, not later.
