Orchard Wealth & Legacy Management LLC

Orchard Wealth & Legacy Management LLC provides discretionary investment advisory services to individuals, high‑net‑worth individuals, trusts and estates, including portfolio construction, ongoing investment management, and retirement account guidance. The firm operates under a fiduciary standard and requires a written advisory agreement before managing client accounts.

The advisor employs a Benjamin Graham value‑investing framework and uses both fundamental and technical analysis to select securities, typically constructing concentrated portfolios of 15–25 individual stocks, ETFs, fixed income instruments and REITs. Portfolios are generally intended to be held on a multi‑year horizon (three to five years), though positions may be traded more frequently for rebalancing, tax harvesting, or shifts in client objectives and market conditions.

Orchard Wealth is a single‑advisor practice managing roughly $2.6 million across nine client accounts, and the firm’s principal maintains several outside business activities — including an index‑benchmarking intellectual‑property entity, a role in a private placement alternative investment firm, and ownership of a niche magazine — while also holding insurance producer licenses that can generate commission income. The firm participates in an institutional custodian program that provides certain non‑client economic benefits to the adviser, a potential conflict the firm discloses in its policies and compliance documents.