Our Transition to Independence

WELCOME TO ORIHEL WEALTH MANAGEMENT: HERE’S WHY WE’RE INDEPENDENT

You are the reason I decided to become an independent private wealth advisory practice at Insight Advisors, LLC.

My driving force at Orihel Wealth Management has always been the benefit of my clients — both personally and financially. I feel that, in today’s financial environment, having complete control of my business, rather than an affiliation with a big firm/wirehouse, is what best allows my team and me to deploy our resources directly in our clients’ interest.

Technology is another big reason for the move to independence. Large firms/wirehouses use “pre-packaged” technology, which limits my team’s abilities and my clients’ choices. At Orihel Wealth Management, we can roll out new, cutting-edge technology as the financial landscape evolves, conducting our own due diligence in the marketplace to determine what software programs will be the most valuable to our clients and our process.

At the end of the day, what matters most is our ongoing commitment to keep your interests at the center of all we do. My team and I look forward to continuing, or beginning, our relationships with you, and we’re certain you’ll soon recognize the benefits of Orihel Wealth Management’s transition to Insight Advisors, LLC.

Sincerely,