A truly independent brokerage firm, Jason M. Orsky Wealth Management offers traditional brokerage products as well as life insurance, annuity products, and alternative investments. We are not captive to any specific agencies or proprietary products. Because every situation is different, we are able to offer customized solutions for our clients.
We take pride in helping clients identify their financial goals and tailoring a personalized investment strategy that is both easy to understand and specific to their individual needs. We are dedicated to our clients, determined to do what is right, and driven for your success.
Contact us today for a consultation.
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Newsletters
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Risk Tolerance: Stress-Test Your Portfolio…and Yourself
Do you know your personal tolerance for market risk? Here are three key questions that may help you find out.
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Running with the Dogs
See how the Dogs of the Dow, an investing strategy known for chasing dividends and value, can be implemented through a unit investment trust.
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Could Employee Ownership Be Part of Your Succession Plan?
An employee stock ownership plan may be a tax-friendly way for retiring small-business owners to pass the reins to employees.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.