Case Study Info graphic for header

Infographic: How One Physician Cut His Tax Bill $70,000. Can You?

Share This!

Join Our list!

Join our email newsletter list to receive more market updates and financial articles like this one.

Picture of Peter Thoms, CFA, MBA

Peter Thoms, CFA, MBA

Peter Thoms, CFA, founded Orion Capital Management LLC in April 2002. Peter has extensive experience managing investment portfolios for clients pursuing a wide range of financial goals.

Wondering if we can help you reach your financial goals?

Let's Talk!

Schedule a quick introductory call with you and see if we would be a good fit for you.