Financial advisor Mark Orgel, recognized by Barron’s as one of the Nation’s top advisors in each of the past six years, has launched Orgel Wealth Management (Orgel), an employee-owned, independent investment advisory firm based in Altoona, Wisconsin.
Serving individual investors, trusts, foundations, retirement plans, and corporations, Orgel Wealth Management’s unique business model will allow the 23-person team of experienced senior advisors and customer service professionals to deliver superior customer service and investment outcomes.
Wholly independent, Orgel Wealth Management is solutions-centric, not product distribution-driven, Orgel said, which translates to a unique blend of customized solutions, competitive pricing, and the highest levels of service for clients.
Orgel said: "Our success is predicated entirely on our clients’ success – and our business model reflects that promise. Our firm is committed to building long-term relationships with our clients. We do this by offering both the breadth and depth of investment solutions you would find at a large organization and the superior service and intimacy of a smaller firm."
With its roots dating back to 1984, our firm currently provides advisory services to nearly US$4 billion in assets. The team includes specialists in wealth management, retirement plan consulting, mergers & acquisitions/business consulting, and financial planning. The full-service firm will offer integrated solutions to meet the unique needs of their clients.
Orgel added: "In our professional careers, our team has always been guided by putting the needs of our clients first. The values and commitments that are associated with this approach are an unwavering part of this firm’s foundation. We’ve created this firm around service, education and, perhaps most importantly, generational continuity, so that Orgel Wealth Management can continue to serve the needs of our clients and their families well into the future, long after my colleagues and I have retired or moved on."
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Orgel has selected Pershing Advisor Solutions, a BNY Mellon company, for all of its custody and clearing services. Orgel said the firm selected Pershing because its high-level technology and service, full-service platform, lending solutions, and connection to BNY Mellon would allow Orgel to remain attentive to spending time with, and developing solutions for, clients.
Mark Tibergien, CEO of Pershing Advisor Solutions, said: "Orgel Wealth Management embodies the approach to wealth management – a commitment to strong talent and building a business to last – that we advocate at Pershing Advisor Solutions. We’re honored to be selected to support Orgel Wealth Management as it establishes itself as the next great independent firm."