The Orrico Pietila Group
We build intentional relationships that help clients steward their wealth, make confident decisions, and pursue what matters most.
Meet Our Team
Relationships built to last a lifetime.
For more than 30 years, our team has managed portfolios that help clients pursue what matters most, whether that's leaving a legacy, supporting the organizations they care about, or simply enjoying all that life has to offer. It starts with understanding what you want your assets to accomplish. From there, we bring our portfolio management and financial planning expertise, backed by the research and resources of a firm with deep industry experience, to build a plan we'll guide you through at every stage of your financial journey.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.