Our Firm

Orion Wealth Management is a privately-owned Wealth Management firm headquartered in Richardson, Texas. Our clients include, small business owners, physicians, high net worth individuals, trusts and retirees. We specialize in creating income generating portfolios using detailed propietary analytics. Our Portfolio Manager has over 35 years of experience, and is also a licensed life, accident, health and HMO Insurance agent. Orion Wealth Management manages 6 different core strategies including, equity, fixed income, and balanced portfolios. Our research efforts focus on minimizing risk, and preservation of capital while seeking overlooked or undervalued securities which we beleive may have significant long-term upside potential.