Orca Wealth Management, based in Tarpon Springs, FL, is a registered investment adviser with over 30 years of investment experience. They specialize in working with successful families and business owners to build, preserve, and transfer wealth through personalized fiduciary services and long-term relationships.
Offering lifestyle services and generational planning, Orca Wealth Management utilizes industry-leading technology to provide optimal opportunities for their clients. Their founder, Ken Ouellette CPM, hosts a podcast called "A Life Well Lived," offering valuable insights on managing wealth in today's complex financial world.
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