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Our Team:

Our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

We specialize in creating an approach that is designed to address your individual situation.

Strategic Advisers

J. Paul  Escudero, CFP®, CWS®

J. Paul Escudero, CFP®, CWS®

Chief Financial Officer, Orange Capital Management

Gaston G. Escudero, CFP®, CWS®

Gaston G. Escudero, CFP®, CWS®

President & CEO, Orange Capital Management

Guy McLean

Guy McLean

ATS Program Manager, Orange Capital Management

Frisco J.  Escudero,  RFC®, CWS®

Frisco J. Escudero, RFC®, CWS®

Senior Vice President, Orange Capital Management

Tim Zadzora, AIF®, CWS®

Tim Zadzora, AIF®, CWS®

President, Link Wealth Management

Todd Cline, AIF®, CWS®

Todd Cline, AIF®, CWS®

Senior Business Consultant, Cetera Financial Group