About Us

Consulting with Purpose

Concierge Wealth Management Services was founded in 2013 by Karin Orlowski after a long and successful career with Edward Jones Investments.  Her brother Karl joined the team in 2019, bringing 14 years of wealth management experience with him at that time. 

Growing up in San Diego, both were involved in their Father’s dental practice as his janitors and office managers. Throughout their lives they observed and were influenced by his entrepreneurial drive while building a successful practice delivering high quality and effective care of his patients.

Karin and Karl bring that same work ethos with them as they strive to deliver a high-quality financial planning and wealth management experience for their clients.

Karin B. Orlowski

FOUNDER

Karin’s passion is to assist her clients attain their financial objectives. Through education and impartial advice, she guides them towards their goals of wealth creation and desired retirement income.

Her career as an Investment Advisor began at Edward Jones Investments in 1997. She established the Clovis, CA branch office for Edward Jones Investments. She grew her practice successfully for 16 years before opening her own firm in 2013, Concierge Wealth Management Services.  

Her passion to help others is highlighted by her current work with veterans and past charitable work with various organizations throughout the Central Valley.

 

She is wonderfully loyal and fiercely protective of her clients and their interests. She believes her clients are truly more like family.

In her free time, she enjoys reading novels from the early 20th and late 19th century, gardening and playing in the kitchen.

Karin is a registered representative offering securities through Avantax Investment ServicesSM, Member FINRA, SIPC. She holds the FINRA series 7 and series 63 Securities Licenses as well as a CA Insurance License# 0C46794

Karl P. Orlowski

WEALTH MANAGEMENT ADVISOR, AAMS®, AIF®

“Cat: Where are you going?
Alice: Which way should I go?
Cat: That depends on where you are going.
Alice: I don’t know.
Cat: Then it doesn’t matter which way you go.”


― Lewis Carroll, Alice in Wonderland

Karl's favorite quote when discussing planning with his clients comes from Alice in Wonderland. A believer that financial planning is more of an ongoing process than a reference book, Karl enjoys assisting his clients when they are faced with a fork in the road of their financial lives. He is passionate about helping his clients make informed decisions.

Karl began his financial services career in 2005 with Edward Jones Investments. His experience has afforded him the opportunity to work with a variety of clientele. Ranging from the ultra-high net worth client trying to preserve and advance their wealth to clients requiring a budgeted approach to accumulating and managing their wealth.

When not in the office, Karl enjoys being involved in his two boys' lives. An active person all his life, he enjoys staying fit, golfing, hiking and reading the occasional book not related to work.

Karl has obtained the FINRA series 7, 63, and 66 securities licenses as well as the California state Insurance License #0f08628

Linda A. Titus

Client Services Coordinator

Linda came to Concierge Wealth Management Services with background in the securities industry focused on Audit and Compliance. After many years in a Supervisory role at UBS Financial Services and Charles Schwab, she now maintains the administration of Karin and Karl’s offices as Client Services Coordinator.


She enjoys building relationships with  clients and ensuring they know they can rely on her for their business requests and needs.


In her spare time, Linda travels with her "Gentleman" Jim in their RV. Their motto is ”any chance to get out of Dodge”.  She also enjoys knitting, reading  and cooking.


Start planning for tomorrow today.

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

Check the background of your financial professional on FINRA's BrokerCheck

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.