Financial counsel that stands apart Look no further

We help our clients build wealth and achieve lifetime financial security.

Our objective is to view investing through the eyes of our clients, uncovering their priorities and discovering the factors that motivate them as investors. We work with clients to develop an accurate picture of their history, needs, investment time horizon and risk tolerance. With a thorough understanding of our clients and their families, The Ortencio team is able to tailor a wealth management plan that is based on achievable goals and expectations.

By using strategic asset allocation and doing continuous due diligence, we are able to construct portfolios that best suit the desires of our clients. As Portfolio Managers, we are held to a higher standard of care. We have a duty to act in the clients’ best interest. Our clients come first. By building a trustworthy relationship with our clients, we succeed in protecting their wealth and capitalizing on opportunities.

We look at investing from a holistic approach. Our clients have the benefit of a financial plan to identify long-term goals and a strategy and road map to achieving those long-term financial goals. Our clients have access to an array of personalized investment services including trust services, estate planning, tax preparation services, etc. along with the support and guidance that can help make a positive difference as they pursue their financial goals.