MEET OUR TEAM
When you work with us, you'll be working with a team of trusted professionals who will take the time to understand your situation.
Peter Orozco
Owner/Legacy Planner
Peter F. Orozco is a highly skilled and compassionate Legacy Planner with a deep understanding of estate planning, wealth preservation, and intergenerational wealth transfer. With 12 + years of experience in the field, Peter has earned a stellar reputation for providing personalized and comprehensive legacy planning services.
With a strong background in communications and contingency planning, Peter has a robust knowledge base and a keen eye for detail. Having created plans for the top financial firms in the nation, Peter is well-versed in navigating the complexities of estate planning, tax regulations, and fiduciary responsibilities. Peter stays up-to-date with the latest industry trends and developments to ensure their clients receive the most current and effective strategies for legacy planning.
However, what truly distinguishes Peter is his unwavering commitment to understanding each client's unique aspirations, values, and vision for their legacy. Peter believes that legacy planning is not just about financial matters but also about preserving and passing on the intangible aspects of one's life, such as values, memories, and philanthropic endeavors.
Beyond his professional endeavors, Peter is an active member of the community and believes in giving back. He strives to align their clients' charitable goals with impactful causes, helping create a lasting legacy of positive change.
Legacy Planner
Caleb understands that trust is important, especially when it comes to planning for your legacy. He keeps your best interests at heart, managing your portfolio with intelligence, honesty, and care. With over a decade of experience in the industry, your financial future is in good hands.
