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Wealth Management

Putting your financial future first!

orsa Wealth Management logo

Pursuing growth for your financial goals

Your goals are unique—and the best path forward is, too. Wherever you’re going, together with our partners at LPL we'll help you work toward getting there with a plan that’s designed entirely around what’s right for you.

Wealth Management Benefits

Putting you first

Build a personalized financial plan that you can feel confident in!

CFP® Confidence

Work with a Certified Financial Planner (CFP®) to ensure your financial strategy matches your needs and gives you full confidence in pursing growth.

Risk tolerance

Find your biggest opportunities for pursing growth, without going out of your comfort zone or taking any uncalculated risks.

Goal & timeline conscious

From short-term savings goals to long-term retirement planning, we’re here to help you create a roadmap to success—with a timeline that’s right for you!

Dedicated assistance

We’re right there with you, every step of the way! From small questions to strategy re-evaluations, we’re flexible and responsive—because that’s what real growth takes.

orsa Wealth Management Team

Meet Our Team

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Wealth Management

Guide your growth with…

Our Wealth Management offer personalized strategies to help you seek wealth growth, plan for retirement, and a confident future.

Whether you’re planning for retirement or already there, our professionals will help you craft a plan that suits your lifestyle and all your goals going forward.

Take advantage of a variety of investment options like stocks, exchange traded funds, IRAs, annuities, market-linked CDs, and mutual funds to seek to build your wealth and seek the future you’re looking for—without having to figure out the complexities or fight through the confusion on your own.

We offer assistance with discussing your options for your retirement and 401k accounts.

Based on your needs and your goals, we can walk you through the things you need to know about your rollover options:

  • Cash-out
  • Stay in plan
  • Rollover to IRA
  • Rollover to another retirement plan

A key part of any solid financial plan is making sure that you’re properly insured. We’ll evaluate your current policies, then recommend solutions to protect your assets and provide for your loved ones.

Guarantees are based on the claims paying ability of the issuing company.

Whatever else your future has in store, we’re happy to help you work toward getting there. We’ll help guide you forward, and then help figure out what is appropriate for you.

Wealth Management WORK

Tailored investment solutions

At orsa Wealth Management, we truly believe that investing is personal. It's not just about numbers and charts; it’s about your hopes, aspirations, and the dreams you hold dear. That's why our investment team is dedicated to crafting tailored solutions that align perfectly with your unique vision for the future.

Our approach to financial planning is all about you.

We take the time to listen and understand what matters most—be it traveling the world, funding a passion project, or securing a legacy for your family. By merging our expertise with your dreams, we create wealth management strategies that don’t just aim for returns—but truly resonate with your lifestyle and goals.

Together, we can weave your dreams into actionable plans that empower you to live the life you envision. Because at the end of the day, it’s not just about what you invest; it’s about what you’re investing in—your future, your happiness, and your dreams.

Welcome to a partnership where your aspirations take center stage. Let's work toward turning your dreams into reality!

Contact orsa Wealth Management

Get in touch

Just give us a call to set up your no-cost appointment with our wealth management professionals!

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. orsa credit union and orsa Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using orsa Wealth Management, and may also be employees of orsa credit union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, orsa credit union or orsa Wealth Management. Securities and insurance offered through LPL or its affiliates are:Not insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose ValueThe LPL Financial registered representatives associated with this website may discuss and/or transact business only with the residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.LPL’s Financial Form CRS