Jim Orwig, CFP®
Partner
Jim is a founding partner of Wealth Guard Financial and has been with AXA Advisors, which became Equitable Advisors in January of 2020, since 2004. Jim is a CERTIFIED FINANCIAL PLANNER™ professional and holds his series 7 and series 66 licenses as well as the life, health and variable insurance license.
Jim's education, experience, and professional affiliations have helped him develop a practical planning approach with his clients. Jim uses The Discovery Process with clients to formulate a strategy to help them achieve their specific goals. The Discovery Process provides a clear direction on where clients want to go and what it is going to take to get there.
Jim resides in Hudson with his wife Linda. He is an active member of Hudson Kiwanis and the Gloria Dei Lutheran Church.
CFP® and CERTFIFED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
Securities
and investment advisory services
offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Wealth Guard Financial is not owned or operated by Equitable Advisors, LLC or its affiliates.