Our Firm

Orion Wealth Management is a privately-owned Wealth Management firm headquartered in the beautiful Firewheel Town Center of North Garland,Texas.Our clients include, small business owners, physicians, high net worth individuals, trusts and retirees. We specialize 401K Rollovers. Our Portfolio Manager has over three decades of experience.Orion Wealth Management manages 6 different core strategies including, equity, fixed income, and balanced portfolios. Our research efforts focus on risk management and preservation of capital, while seeking overlooked or undervalued securities which we believe may have significant long-term upside potential.