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About Tributary Wealth Management

About Tributary Wealth Management

We work closely with you to develop a strategy focused on your financial goals.

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Our Mission

Our Mission

Our client-focused approach is the secret to our longevity. We are ready to work with you at every juncture in life.

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Our Services

Our Services

Your success is our success and we will be with you every step of the way - from financial planning to investment management and tax/estate planning. 

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Tax/Estate Planning

Tax/Estate Planning

We believe that understanding tax and estate strategies is a vital part of any long-term financial planning approach. During the planning process, we work hand-in-hand with your professional and legal advisors on your personal and comprehensive tax/estate strategy.

We provide a truly and actionable holistic tax plan to ensure all areas of your family's life is covered and planned.

Retirement Planning

Retirement Planning

A sound financial strategy does not stop once you retire. During retirement it is more important than ever to work with a financial professional to ensure that your investments can sustain the life of your retirement and beyond.

We see your retirement planning as a long-term and life-long process. Therefore, we take a unique approach to retirement planning for each of our clients. We work with you and your family to develop a personal strategy that meets all your retirement needs

Contact Alex Orlando to talk about your financial planning

Schedule a no-obligation meeting with Alex Orlando (CFP® Professional, AAMS®, AWMA®) to discuss your financial well-being or your next investment opportunity!

Schedule a Meeting

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