Take your relationship to the next level
DRIVEN BY AND FOR OUR CLIENTS
Orange Wealth Management provides a holistic approach to helping clients with their wealth and financial needs. Our team of trusted professionals will advise you on your financial goals and help you plan for the future, build wealth for an enjoyable retirement, protect your assets and your family, and leave a legacy.
We welcome you to reinvent your relationship with your wealth today.
Team of Experts
About David
David brings over 41 years of experience in the financial services industry, with a strong focus on wealth management, strategic growth, and client engagement. He leads the firm’s wealth services division with a commitment to delivering tailored financial strategies that help clients achieve long-term success. Known for his leadership, integrity, and deep industry knowledge, David has built and guided high-performing advisory teams while fostering lasting relationships with high-net-worth individuals and families.
“True wealth isn’t just about numbers—it’s about clarity, confidence, and creating a future you believe in.”
About Curt
As President of Orange Investment Advisors, a division of Orange Wealth Management, Curt leads the investment team with a focus on delivering a disciplined, client‑centric investment approach. He brings broad industry experience spanning broker‑dealer operations, mergers and acquisitions, business development, and retail investing, which shapes his leadership and strategic perspective. Curt is a SUNY Oswego graduate and serves on the School of Business Dean’s Advisory Board, reflecting his ongoing commitment to leadership and professional excellence.
About Carla
Carla oversees Orange Wealth Management’s private banking division and serves as her clients’ single point of contact. She delivers customized, relationship‑driven financial solutions by coordinating closely with the Trust and Estate Department and Orange Investment Advisors to support clients’ personal, business, and family needs. With more than 30 years at Orange Bank & Trust, Carla brings deep institutional knowledge and a strong commitment to long‑term client relationships.
About Jacqueline
Jacqueline oversees the trust services division with a strong emphasis on business development and client engagement. She provides strategic leadership across Trust & Estates, Special Needs Trusts, and Trust Operations, ensuring tailored trust and estate planning solutions are implemented efficiently and aligned with clients’ intentions. Jacqueline partners closely with clients and their advisors to manage complex trust relationships, with deep expertise in special needs planning and personal trust administration. Her approach is rooted in delivering thoughtful guidance, long‑term support, and meaningful outcomes for individuals and families.
Perspective
Discover what stood out to us this week and read our take on these topics.
-
April 2026 Financial News
Read More about April 2026 Financial News -
Quarterly Insights Q1 2026
Read More about Quarterly Insights Q1 2026 -
20 Questions for Year-End Tax Planning
Read More about 20 Questions for Year-End Tax Planning
1. Advisory services are offered through OIA, which is a wholly owned subsidiary of Orange County Bancorp, Inc. (“OCBI”) and an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC should not be construed as an endorsement of the adviser by the SEC nor does it indicate that the adviser has attained a particular level of skill or acumen. You should carefully read and review all information provided by OIA, including OIA’s Form ADV Part 2A brochure and all supplements thereto, before making an investment.
2. No representations or warranties whatsoever are made by Orange Wealth Management, OCBI, OIA, or the Bank, or any other person or entity, as to the future profitability of an account or the results of making an investment. Past performance is not indicative of any specific investment or future results. Views regarding the economy, securities markets, or other specialized areas, like all predictors of future events, cannot be guaranteed to be accurate and may result in economic loss to the investor.
3. Trusts, securities, and insurance products are not FDIC insured or insured by bank insurance or any other government entity; are not bank guaranteed; are not a deposit or obligation of the bank; and may lose value, including the possible loss of principal.
Before investing, consider your investment objectives, risks, charges, and expenses. Contact a Professional in the Trust and Investment Division or OIA for the appropriate prospectus or relevant information. Read it carefully.
