Orchid Wealth Management has a stress free strategy to help you grow your portfolio.
With the inspiration that money is naturally occurring and free flowing when cultivated correctly, Orchid Wealth Management has comprehensive financial plans for individuals and companies to grow wealth happily. We want your money to be free, not force it to be something it is not, thus being open to bigger opportunities.
Orchid was founded to help individuals and companies reach their financial goals. We are an independent Registered Investment Advisor (RIA). We are also a Fiduciary Financial Advisor. As an RIA, Orchid is held to a fiduciary standard meaning the clients best interest comes before Orchid's best interest.
Orchid helps individuals and companies by cutting costs, improving their investment selection, and providing full disclosure and transparency. We are here to help you create a retirement plan with goals that are attainable. Orchid is here to help you stick to your plan. Achieving your retirement goals is our aim, risky ventures or outperforming the market is not.
Orchid is a Fee-Only Financial Advisor and does not receive revenue sharing, commissions, or placement fees. As a result we are able to provide individuals and companies with substantial savings and lower cost investment options.
Seth Swenson, MBA Founder, President
Call Seth personally at
(650) 334-6104 to Schedule a free consultation appointment.
The Aloha Spirit
Seth Swenson, MBA grew up in Honolulu, Hawaii and then moved to the San Francisco Bay Area when he was 16 in 1986. Seth began investing personally in 1994 when he opened an Individual Retirement account with $2000. He has over 20 years of investing experience and two business degrees.
Go Aztecs! Go Dons!
Seth graduated from San Diego State University with a BA in International Business, and has an earned MBA from the University of San Francisco. Seth passed the Series 65, Uniform Investment Advisor Law Exam and founded Orchid Wealth Management as a Registered Investment Advisor Firm in California.
Seth's professional experience includes working in the banking/financial services industry, the biotech/medical device arena and renewable energy field.
Loves dogs too.
Seth holds a United States Utility Patent for his invention the 'Ohana Bowl, a travel pet bowl with a screw top cap. He enjoys running, bicycling, reading (especially financially related books), and spending time at Ocean Beach in San Francisco with his dog Kiki; a Border Collie, Corgi, Jack Russell Mix!