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Comprehensive financial roadmaps built around your goals, lifestyle, and risk comfort.
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Thoughtful portfolio construction rooted in long-term strategy, not short-term noise.
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Helping you define what “retirement” really looks like — and build a plan to get there.
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Turning income into intention, with simple systems that actually work.
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From 529s to custodial accounts, finding the smartest way to invest in education.
Let’s Talk
If you’d like to explore working together or learn more about how I help clients build lasting wealth, please send me an email at the address below:
E: catania@orchardia.com
Building Wealth That Fits Your Life — Not the Other Way Around
I believe that money should enable freedom, not anxiety. My goal is to help people build real financial confidence while still enjoying the lifestyle they love — whether that’s skiing pow, raising a family, or building a business from the ground up.
I’m registered as an Investment Advisor Representative through Orchard Advisors, LLC. and I work with individuals and families to create customized financial plans that make sense for you.
My Approach
Finance doesn’t need to be intimidating or exclusive. I bring the same grounded approach I share on YouTube — authentic, practical, and easy to understand. I believe financial advice should be about clarity, not complexity.
-Lucas J. Catania, MBA