Achieving the financial freedom to do whatever you want with your time and money is a journey.
And when the time comes— you’ll be glad you planned wisely.
Work with a team that knows the way.
Orange Wealth Solutions expert financial advisors can help you craft a plan to accelerate your savings, provide you with peace of mind, and help you reach your goals. Advice and planning from our team can help you organize and simplify your finances in ways you may not have considered. Our services include defined strategies for:
- Savings and Investments
- Retirement Planning
- Education and other Major Purchases
- Tax and Cash Flow Planning
- Emergencies
It starts with a conversation.
Are you controlling your finances or are your finances controlling you? We learn about your wants, needs, and desires. Together, we evaluate your fiscal behaviors. Are you spending wisely? Is your money going toward your priorities? Do you spend too much and save too little? If your actions don’t align with your goals, we discuss things you can do differently to move toward them.
Next, we develop a comprehensive plan with specific, long-term goals and objectives as well as savings and investment strategies. When appropriate, we’ll consult with professional from our Private Banking, Investment Advisory and Trust and Estate Administration teams to consult and plan for banking, borrowing, investing, trusts, special needs trusts and more.
Orange Wealth Navigator— Your Finances all in One Place
CLEAR. SIMPLE. COLLABORATIVE.
Exclusively for Orange Wealth Solutions clients, Orange Wealth Navigator is — an online financial planning tool that can house all your financial assets in one, secure, customizable online portal so you and your advisors have a complete picture of everything you own that updates daily.
- One consolidated view of all your accounts from all institutions
- Interactive charts and detailed views of your investments
- Tools to track spending
- A secure online vault where you can safely store important documents
- Multi-generational wealth views of a family’s entire balance sheet
- Easily set-up complex wealth structures and invite next-generation family members to view and interact with their specific interests.
Let’s map out a plan together.
Let our expert team of certified financial planners, trust and estate experts, investment advisors, and private bankers guide you to the financial freedom to help you live your dream.
- Call 845-341-5000
- Let us contact you (fill out form)
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*Trusts, securities, and insurance products are not FDIC insured or insured by any Federal Government entity. Not bank guaranteed. Not a deposit. May lose value.
We provide financial planning services as chartered trust company for a separate fee pursuant to a written agreement, which details the terms, conditions, fee and scope of the engagement. In addition, if we partner with a third-party provider in the delivery of financial planning services, an additional agreement with said third party provider may be required. Third parties may be broker/dealers that are unaffiliated with Orange Bank & Trust Company (“OBTC”) or Hudson Valley Investment Advisors, Inc. (“HVIA” and, together with OBTC, the “Company”).
Note that financial planning does not alter or modify in any way the nature of a client’s Company accounts, their rights and our obligations relating to these accounts or the terms and conditions of any Company account agreement in effect during or after the financial planning service. Clients are not required to establish accounts, purchase products or otherwise transact business with the Company to implement their financial plan. Should a client decide to implement their financial plan with the Company, we will act as either a chartered trust company, commercial bank or an investment adviser, depending on the service selected. Neither the Company nor any of its employees provide tax or legal advice. You should contact your personal tax and/or legal advisors regarding your individual situation.
