Banking & Financial Services
Hours:
Monday - Friday 8:30 - 3:30
By appointment on Saturday
Closed on Sunday
Driving Directions:
Firewheel Town Center Regus Office-Across from the Fountain.
Orion Wealth Management is a privately-owned Wealth Management firm headquartered in the beautiful Firewheel Town Center of North Garland, Texas. Our clients include, small business owners, physicians, high net worth individuals, trusts and retirees.
We specialize in 401K Rollover services. Our Portfolio Manager has over 3 decades of experience. Orion Wealth Management manages 6 different core strategies including, equity, fixed income, and balanced portfolios.
Our research efforts focus on mitigating risk, and preservation of capital while seeking overlooked or undervalued securities which we believe may have significant long-term upside potential.
CEG Solutions specializes in turnkey energy efficiency and water conservation solutions, helping clients reduce costs, enhance operations, and modernize facility infrastructure. We leverage innovative financial models such as energy-as-a-service to deliver self-funded improvements with no upfront capital required.