WHAT WE OFFER

Objective Advice. Tailored to Your Life.

Whether you’re building wealth for the first time, planning for retirement, or managing a corporate retirement plan — Orchid Wealth Management brings clarity, objectivity, and care to every financial decision.

As a fee-only, fiduciary advisor, Seth Swenson is legally and ethically obligated to put your interests first. No commissions. No hidden incentives. Just honest guidance.

Investment Management

FOR INDIVIDUALS & FAMILIES

Managing investments can feel overwhelming — especially when markets are volatile and the news cycle is relentless. Seth builds custom portfolios designed to match your unique goals, timeline, and risk tolerance, then manages them with discipline so you don’t have to.

What's Included:

  • Custom portfolio construction based on your goals and values
  • Ongoing monitoring and rebalancing
  • Tax-efficient investing strategies
  • Access to low-cost, institutional-grade funds
  • Regular portfolio reviews and performance reporting

Retirement Planning

PLAN TODAY. LIVE WELL TOMORROW.

Retirement planning isn’t just about hitting a number — it’s about building a life you’re excited to live. Seth works with you to map out a clear path to retirement, answering the questions that matter most: When can I retire? Will my money last? How do I generate income without running out?

What's Included:

  • Retirement readiness analysis
  • Social Security optimization strategies
  • Income distribution planning (how to draw down assets tax-efficiently)
  • Medicare and healthcare cost planning
  • Estate and legacy planning coordination

Plan Sponsor Advisory

FOR EMPLOYERS & HR TEAMS

If your company offers a 401(k) or other retirement plan, you have fiduciary responsibilities — whether you know it or not. Orchid Wealth Management helps plan sponsors fulfill those duties, reduce fees, and build better retirement outcomes for employees.

What's Included:

  • Fiduciary audit and compliance review
  • Investment menu evaluation and optimization
  • Fee benchmarking and reduction strategies
  • Participant education and enrollment support
  • Ongoing plan monitoring and committee support

Value-Based Investing

INVEST IN WHAT YOU BELIEVE IN

Your money is powerful. Values-based investing lets you align your portfolio with your personal principles — screening out industries you oppose, or screening in companies that reflect your values — without sacrificing performance.

What's Included:

  • ESG (Environmental, Social, Governance) screening
  • Custom industry exclusions (tobacco, weapons, fossil fuels, etc.)
  • Faith-based investment options
  • Impact investing strategies
  • Performance comparison vs. traditional portfolios

Financial Planning The Big Picture

INVEST IN WHAT YOU BELIEVE IN

Great investment management starts with a great financial plan. Seth offers comprehensive financial planning that ties everything together — your income, spending, savings, taxes, insurance, and goals — into a cohesive roadmap.

What's Included:

  • Net worth and cash flow analysis
  • Goal-setting and prioritization
  • Tax planning and projections
  • Insurance needs review
  • Education savings planning (529, UTMA)
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