Wealth Advisory Group

Orca Wealth Management, located in New Port Richey, FL, is a registered investment adviser with over 30 years of experience specializing in asset management for successful families and business owners. The firm focuses on building, preserving, and transferring wealth through personalized, fiduciary services and an emphasis on long-term relationships. Led by Certified Portfolio Manager Ken Ouellette, Orca Wealth Management provides a range of services including retirement planning, tax management, and estate planning. Their approach combines industry-leading technology with a boutique family office model, ensuring optimal financial opportunities for clients while navigating the complexities of today's financial landscape. Generated from the website

Setting a clear path for your financial future can be a daunting task and keeping up with the ever changing financial landscape is equally challenging. A good strategy that you put in place now could become obsolete and disastrous if it is not monitored on a continuous basis and adjusted over time as your life changes. That is why finding an independent financial adviser that you can trust is more important now than ever before. This is why I started my firm as a totally independent investment adviser and financial planner. My passion is to help people define and reach their financial goals.

At Cultivate Wealth Management, we are focused on cultivating client relationships for the long-term. We spend the time to understand your values and help you make the most informed decisions necessary to cultivate your wealth. We provide Comprehensive Transition Planning for individuals, business owners and entrepreneurs with a specialty in working with those in agriculture and ag-related businesses.