WEALTH MANAGEMENT

Effective wealth management is enhanced by the right partnership. Orion partners with Strategic Wealth Management and Strategic Advisory Services, LLC** to offer a wide range of investment products and strategies that best suit your financial needs, from fee-based fiduciary investment advice to more traditional brokerage transactions.

Strategic Wealth Management wants to be your partner in your journey both through and towards retirement. The goal is to create a complete financial plan for you and serve as an adviser through the years as you experience new life events or develop different perspectives. The goal is to help you and your family gain control over your financial future, helping you to:

  • Make decisions about your 401(k) or pension plan if you've changed jobs
  • Consolidate retirement savings accounts
  • Develop a savings and investment plan
  • Protect your family with life insurance
  • Plan funding for college and education
  • Make retirement savings choices
  • Manage your investments
  • Determine strategies for trust and estate planning
  • Create a retirement income plan to approach those years with confidence

This relationship shouldn't end with one encounter. Your financial plan should stay current with life changes, so your Financial Consultant will help you address these changes and keep you on the path toward financial success.

Financial Consultants of Strategic Wealth Management and Strategic Advisory Services, LLC are a subsidiary of LPL Financial.

James M. Walker
Strategic Advisory Services, LLC
6465 Quail Hollow Rd. Ste. 301
Memphis, TN 38120
(901) 751-2025

All Investment and insurance products:
Not NCUA or federally insured.
Not obligations of or guaranteed by Orion FCU or its affiliates.
May Lose Value.

The LPL Financial Representatives associated with this page may only discuss and/or transact securities business with residents of the following states: AL, AR, CO, FL, KY, MI, MS, NC, NM, TN, TX, WA. Orion Federal Credit Union, Strategic Wealth Management and LPL Financial are unaffiliated entities. Securities and insurance products offered through LPL Financial and its affiliates. Member FINRA/SIPC.