Take the Stress Out of Financial Planning

We help you build, preserve and manage your wealth

 

Our Services

We are a concierge for our clients' financial lives and we strive to treat each client as if they were a family member.

Retirement Planning

What sources of income do you have for retirement? Do you have sufficient liquidity in your current financial plan to meet the unexpected bills in retirement? Will your income and assets last as long as you?

Tax Planning

Taxes can be complicated. Are you looking for a meaningful deduction for your business or for a tax efficient strategy to liquidate a highly appreciated asset?

Education/College Funding

What is your strategy for funding a loved one’s current or future education needs?

Insurance and Risk Management

Proper life and disability insurance strategies will help mitigate potential obstacles on a family’s path to retirement. 

Estate Planning

An estate plan requires a coordinated effort between your attorney and financial advisor to ensure assets are titled appropriately.

Debt Reduction & Management

The burden of student loans, credit cards or other debt can take one’s focus off of saving for retirement. 

 

Committed to Our Clients

 

Concierge Wealth Management Services brings 38 years of combined financial planning and asset management experience to their clientele. Siblings Karin and Karl Orlowski strive to deliver a high-quality, outcome driven financial planning and wealth management experience for their clients.

The Concierge Wealth Management process assists clients in organizing their accumulated wealth, clarifying their goals, creating a plan to meet their goals, monitoring their plan, and most importantly, meeting regularly to determine whether changes in their lives will have a meaningful impact on their plan.

Karin B. Orlowski

Founder

Clovis, CA Office

(559) 297-9308

Karl P. Orlowski

Wealth Management Advisor

Moorpark, CA Office

(805) 908-0290

Start planning for tomorrow today.

Contact one of our wealth management specialist and get a complimentary consultation.

559.297.9308 | 805.908.0290

HEADQUARTERS: 420 Bullard Ave., Suite 103, Clovis, CA 93612

SOUTHERN CA OFFICE: 301 Science Dr., Suite 110, Moorpark, CA 93021

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Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment ServicesSM Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM. Placing business through Avantax Insurance AgencySM and Avantax Insurance Services SM Karin Orlowski CA # 0C46794, Karl Orlowski CA # 0F08628

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.