Are you looking for ways to grow, preserve, and transfer your wealth?
Don’t risk a lifetime of work and savings in today’s current financial environment without a clear strategy in place.
Welcome to A Life Well Lived: Grow, Preserve and Transfer Your Wealth with Ken Ouellette from Orca Wealth Management.
In this inaugural episode, Ken teaches you the lessons his family never knew about money, income transfer, and preservation. He also talks about his own history, passions, and what fuels him every day to help others not be pained by their money.
- How his childhood helped him decide his future in the financial industry
- The role of his team members in the office
- How he acquires new clients and who is his ideal client
- Reasons his financial philosophy is around timing
- What his idea of success looks like and why it’s closely related to living our best life
- And more!
Connect with Ken Ouellette:
- (727) 938-1600
- LinkedIn: Ken Ouellette
- Orca Wealth Management
- Facebook: Ken Ouellette
- Twitter: Ken Ouellette
- Instagram: Orca Wealth
- YouTube: Orca Wealth
About Your Host:
For almost three decades, Ken Ouellette has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Ken has dedicated his career to delivering the personalized investment planning services his clients deserve.