Founded in 2021 by Ben Gilbert, CFP®, Orchard City Wealth Management is an independent Registered Investment Adviser (RIA) based in Los Gatos, California. The firm operates on a fee-only basis, committing to a fiduciary standard to act in the best interests of its clients. Its core mission is to help clients align their financial resources with their personal values through a holistic approach that integrates comprehensive financial planning with disciplined investment management, aiming to build long-term, trusted relationships.

Founded in

United States